Plan Snapshot
- Plan Sponsor: Servicetitan, INC.
- Sponsor EIN: 260331862
- Sponsor Address: 801 BRAND BLVD. SUITE 700, GLENDALE, CA, 91203
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,303
- Total Assets: $241.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,303 | $241.3M | $0 | $0 |
| 2024 | 2,297 | $168.7M | $9.0M | $26.6M |
| 2023 | 2,135 | $118.0M | $8.0M | $23.7M |
| 2022 | 2,199 | $67.5M | $6.8M | $20.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $59,468 | — | $59,468 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $57,724 | — | $57,724 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,192
- Estimated Expense Ratio: 0.049% 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 |
|---|---|---|---|---|---|
| 2025 | $17,231,490 | $59,468 | — | — | — |
| 2024 | $83,102 | $39,972 | — | — | — |
| 2023 | $34,065 | $23,356 | $300 | — | — |
| 2022 | $36,989 | $14,003 | — | — | — |