Plan Snapshot
- Plan Sponsor: Salesloft, INC.
- Sponsor EIN: 453274471
- Sponsor Address: 1180 W PEACHTREE ST NW SUITE 2400, ATLANTA, GA, 30309
- Plan Type: 401(k)
- Total Participants: 642
- Total Assets: $59.4M
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 | 642 | $59.4M | $3.1M | $8.0M |
| 2023 | 557 | $40.3M | $2.9M | $7.0M |
| 2022 | 717 | $26.9M | $3.0M | $7.0M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | ADVISOR | $113,243 | — | $113,243 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $13,863 | — | $13,863 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $5,694 | — | $5,694 |
| DOEREN MAYHEW & CO., P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DOEREN MAYHEW & CO., P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,800
- Estimated Expense Ratio: 0.224% 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 | $132,799 | $127,105 | — | — | — |
| 2023 | $90,713 | $84,925 | — | — | — |
| 2022 | $62,016 | $4,323 | — | — | — |