Plan Snapshot
- Plan Sponsor: Silk Road Medical, INC.
- Sponsor EIN: 208777622
- Sponsor Address: 1213 INNSBRUCK DRIVE, SUNNYVALE, CA, 94089
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $58.7M
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 | 396 | $58.7M | $2.9M | $8.3M |
| 2023 | 473 | $43.7M | $2.2M | $7.2M |
| 2022 | 410 | $27.3M | $1.9M | $5.8M |
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 | $48,065 | — | $48,065 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,164 | — | $11,164 |
| BAKER TILLY US, LLP | 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
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,229
- Estimated Expense Ratio: 0.101% 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 | $59,229 | $11,164 | — | — | — |
| 2023 | $38,231 | $6,027 | — | — | — |
| 2022 | $31,967 | $2,938 | — | — | — |