Plan Snapshot
- Plan Sponsor: Seer, INC.
- Sponsor EIN: 821153150
- Sponsor Address: 3800 BRIDGE PARKWAY SUITE 102, REDWOOD CITY, CA, 94065
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $11.4M
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 | 127 | $11.4M | $538,199 | $1.8M |
| 2023 | 141 | $8.2M | $424,897 | $2.1M |
| 2022 | 161 | $4.0M | $374,176 | $1.7M |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS,& ENGELBERG | 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 | $34,150 | — | — | — | — |
| 2023 | $24,334 | — | — | — | — |
| 2022 | $14,738 | — | $14,738 | — | — |