# Servicetitan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/servicetitan-inc-401k-plan

> Servicetitan, INC.'s 401(k) plan: 2,297 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Servicetitan, INC.

- **Sponsor EIN:** 260331862

- **Sponsor Address:** 801 BRAND BLVD. SUITE 700, GLENDALE, CA, 91203

- **Plan Type:** 401(k)

- **Total Participants:** 2,297

- **Total Assets:** $168.7M

## 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.|

| 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$43,130|—|$43,130|

| STRATEGIC ADVISORS, INC.|ADVISOR|$39,972|—|$39,972|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,102

- **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|

| 2024|$83,102|$39,972|—|—|—|

| 2023|$34,065|$23,356|$300|—|—|

| 2022|$36,989|$14,003|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/servicetitan-inc-401k-plan)

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