Plan Snapshot
- Plan Sponsor: Shutterfly, LLC
- Sponsor EIN: 943330068
- Sponsor Address: 10 ALMADEN BLVD, SAN JOSE, CA, 95113
- Plan Type: 401(k)
- Total Participants: 5,488
- Total Assets: $380.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 5,488 | $380.2M | $9.6M | $23.3M |
| 2023 | 5,952 | $343.2M | $10.6M | $25.0M |
| 2022 | 6,670 | $285.7M | $11.4M | $27.1M |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — 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 | $332,547 | $74,915 | — | — | — |
| 2023 | $328,505 | $74,876 | $300 | — | — |
| 2022 | $399,651 | — | — | — | — |