Plan Snapshot
- Plan Sponsor: Semrush, INC.
- Sponsor EIN: 900897948
- Sponsor Address: 800 BOYLSTON STREET, BOSTON, MA, 02199
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 324 | $16.2M | $1.6M | $2.5M |
| 2023 | 305 | $10.2M | $1.3M | $2.1M |
| 2022 | 299 | $6.2M | $991,260 | $1.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $22,858 | — | $22,858 |
| THE FINWAY GROUP, LLC | CONTRACT ADMIN | $8,420 | — | $8,420 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,297 | — | $5,297 |
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,575
- Estimated Expense Ratio: 0.226% 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 | $35,390 | — | $35,390 | — | — |
| 2023 | $21,602 | — | — | — | — |
| 2022 | $9,002 | — | — | — | — |