Plan Snapshot
- Plan Sponsor: Glean Technologies, INC.
- Sponsor EIN: 833385168
- Sponsor Address: 260 SHERIDAN, PALO ALTO, CA, 943060000
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $13.8M
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 | 393 | $13.8M | $2,503 | $4.5M |
| 2023 | 196 | $6.5M | $0 | $2.5M |
| 2022 | 144 | $2.3M | $0 | $1.4M |
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 | $9,270 | $7,626 | — | — | — |
| 2023 | $4,453 | $3,493 | — | — | — |
| 2022 | — | — | — | — | — |