Plan Snapshot
- Plan Sponsor: Qualtrics LLC
- Sponsor EIN: 454964116
- Sponsor Address: 333 W. RIVER PARK DRIVE, PROVO, UT, 84604
- Plan Type: 401(k)
- Total Participants: 2,688
- Total Assets: $445.8M
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 | 2,688 | $445.8M | $22.8M | $45.3M |
| 2023 | 3,044 | $361.0M | $31.6M | $50.3M |
| 2022 | 3,834 | $246.8M | $22.8M | $46.1M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $163,995 | — | — | — | — |
| 2023 | $172,121 | — | — | — | — |
| 2022 | $137,725 | — | — | — | — |