# Glean Technologies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/scio-technologies-inc-plan

> Glean Technologies, INC.'s 401(k) plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| BENEFIT TRUST COMPANY|CUSTODIAN|—|$9,984|$9,984|

| GUIDELINE, INC.|RECORDKEEPER|$8,208|—|$8,208|

| SILICON VALLEY ACCOUNTANCY CORP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GUIDELINE, INC.](https://planprovider.pro/provider/guideline-inc) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,192

- **Estimated Expense Ratio:** 0.132% 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|$9,270|$7,626|—|—|—|

| 2023|$4,453|$3,493|—|—|—|

| 2022|—|—|—|—|—|

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