Plan Snapshot
- Plan Sponsor: Premise Data Corporation
- Sponsor EIN: 455294131
- Sponsor Address: 185 BERRY STREET, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 55 | $10.2M | $0 | $1.0M |
| 2023 | 116 | $9.2M | $0 | $1.7M |
| 2022 | 182 | $6.9M | $0 | $2.1M |
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 |
|---|---|---|---|---|
| SENSIBA SAN FILIPPO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENSIBA SAN FILIPPO — Auditor
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 | $29,086 | $24,544 | $4,542 | — | — |
| 2023 | $22,245 | $18,957 | $3,288 | — | — |
| 2022 | $17,915 | $15,476 | $2,439 | — | — |