Plan Snapshot
- Plan Sponsor: Planview, INC.
- Sponsor EIN: 742548407
- Sponsor Address: 12301 RESEARCH BOULEVARD BUILDING V, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 516
- Total Assets: $115.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 516 | $115.0M | $2.7M | $8.4M |
| 2023 | 571 | $107.0M | $3.0M | $9.1M |
| 2022 | 622 | $84.1M | $2.7M | $8.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PEGGY S EDGE, CPA, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $169,162 | $84,957 | $300 | — | — |
| 2023 | $164,434 | $80,347 | $300 | — | — |
| 2022 | $148,990 | $20,938 | — | — | — |