# Planview, INC. 401(k) Plan
Source: https://planprovider.pro/companies/planview-inc-401k-plan

> Planview, INC.'s 401(k) plan: 516 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$84,205|—|$84,205|

| ALLIANT RETIREMENT SERVICES|ADVISOR|$54,996|—|$54,996|

| STRATEGIC ADVISORS, INC.|ADVISOR|$29,961|—|$29,961|

| PEGGY S EDGE, CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $169,162

- **Estimated Expense Ratio:** 0.147% of plan assets

### 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|—|—|—|

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