Plan Snapshot
- Plan Sponsor: Semler Scientific, INC.
- Sponsor EIN: 261367393
- Sponsor Address: 2344 WALSH AVENUE, SANTA CLARA, CA, 95051
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $7.1M
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 | 79 | $7.1M | $261,323 | $935,017 |
| 2023 | 93 | $6.8M | $370,368 | $1.2M |
| 2022 | 129 | $5.3M | $352,338 | $1.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | NONE | $9,001 | — | $9,001 |
| PRICEKUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,001
- Estimated Expense Ratio: 0.127% 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 | $13,411 | $9,001 | $4,410 | — | — |
| 2023 | $3,630 | — | $3,630 | — | — |
| 2022 | $2,115 | — | $2,115 | — | — |