# Platform Science, INC. 401(k) Plan
Source: https://planprovider.pro/companies/platform-science-inc-401k-plan

> Platform Science, INC.'s 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Platform Science, INC.

- **Sponsor EIN:** 475410676

- **Sponsor Address:** 9560 TOWNE CENTRE DR, SAN DIEGO, CA, 92121

- **Plan Type:** 401(k)

- **Total Participants:** 318

- **Total Assets:** $24.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|318|$24.0M|$1.2M|$4.0M|

| 2023|306|$17.6M|$1.5M|$4.0M|

| 2022|322|$10.3M|$1.2M|$3.1M|

## 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|

| BETTERMENT FOR BUSINESS, LLC|RECORDKEEPER|$40,138|—|$40,138|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BETTERMENT FOR BUSINESS, LLC](https://planprovider.pro/provider/betterment-llc) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,138

- **Estimated Expense Ratio:** 0.167% 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|$40,138|$37,663|—|—|—|

| 2023|$36,519|$33,594|—|—|—|

| 2022|$19,879|$18,304|—|—|$1,575|

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