Plan Snapshot
- Plan Sponsor: Seti Institute
- Sponsor EIN: 942951356
- Sponsor Address: 189 BERNARDO AVE STE 200, MOUNTAIN VIEW, CA, 940435203
- Plan Type: 403(b)
- Total Participants: 179
- Total Assets: $63.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 179 | $63.5M | $852,724 | $1.1M |
| 2023 | 163 | $57.4M | $829,483 | $1.0M |
| 2022 | 155 | $49.0M | $799,877 | $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 |
|---|---|---|---|---|
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GILBERT CPAS — Auditor
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 | $55,414 | — | — | — | — |
| 2023 | $47,044 | — | — | — | — |
| 2022 | $4,903 | — | — | — | — |