Plan Snapshot
- Plan Sponsor: Shape Technologies Group, INC.
- Sponsor EIN: 463275009
- Sponsor Address: 23500 64TH AVENUE SOUTH, KENT, WA, 98032
- Plan Type: 401(k)
- Total Participants: 719
- Total Assets: $93.7M
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 | 719 | $93.7M | $1.6M | $4.7M |
| 2023 | 735 | $88.2M | $1.6M | $4.4M |
| 2022 | 704 | $81.1M | $1.4M | $4.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $102,623 | — | $102,623 |
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | $80,000 | — | $80,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- CREATIVE PLANNING, LLC — INVESTMENT ADVISOR
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,623
- Estimated Expense Ratio: 0.195% 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 | $182,623 | $80,000 | — | — | — |
| 2023 | $203,118 | $80,000 | — | — | — |
| 2022 | $216,903 | $80,000 | — | — | $24,805 |