Plan Snapshot
- Plan Sponsor: Predicate Logic, INC.
- Sponsor EIN: 330521770
- Sponsor Address: 11590 WEST BERNARDO COURT, STE 200, SAN DIEGO, CA, 92127
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $18.2M
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 | 125 | $18.2M | $653,284 | $751,335 |
| 2023 | 112 | $14.5M | $694,009 | $667,497 |
| 2022 | 98 | $11.6M | $621,918 | $676,594 |
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 |
|---|---|---|---|---|
| MMA SECURITIES | BROKER/DEALER | — | $32,674 | $32,674 |
| JRM ACCOUNTANCY CORP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — BROKER/DEALER
- JRM ACCOUNTANCY CORP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,674
- Estimated Expense Ratio: 0.180% 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 | $53,041 | — | $52,641 | — | — |
| 2023 | $36,678 | — | — | — | — |
| 2022 | $37,498 | — | — | — | — |