Plan Snapshot
- Plan Sponsor: Soundthinking, INC.
- Sponsor EIN: 470949915
- Sponsor Address: 30300 CIVIC CENTER DR, SUITE 300, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 323 | $18.2M | $474,476 | $2.5M |
| 2023 | 295 | $13.7M | $401,859 | $2.3M |
| 2022 | 204 | $10.0M | $363,292 | $1.8M |
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 | $31,162 | — | $31,162 |
| ADVANCED RETIREMENT SOLUTIONS | ADVISOR | $19,770 | — | $19,770 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $17,449 | — | $17,449 |
| CBIZ CPAS P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,381
- Estimated Expense Ratio: 0.375% 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 | $68,380 | $37,218 | — | — | — |
| 2023 | $52,351 | $26,147 | — | — | — |
| 2022 | $40,882 | $8,339 | — | — | — |