Plan Snapshot
- Plan Sponsor: Realtimeboard INC.
- Sponsor EIN: 463921926
- Sponsor Address: 201 SPEAR STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $36.1M
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 | 393 | $36.1M | $2.1M | $6.0M |
| 2023 | 435 | $26.6M | $2.0M | $5.8M |
| 2022 | 501 | $14.7M | $2.0M | $5.1M |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | — | — | $0 |
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 | $14,918 | — | $14,918 | — | — |
| 2023 | $6,095 | — | $6,095 | — | — |
| 2022 | $2,870 | — | $2,870 | — | — |