Plan Snapshot
- Plan Sponsor: Sitecore Usa, INC.
- Sponsor EIN: 300262390
- Sponsor Address: 44 MONTGOMERY ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $61.1M
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 | 350 | $61.1M | $1.6M | $6.4M |
| 2023 | 448 | $54.3M | $1.7M | $7.0M |
| 2022 | 496 | $43.2M | $2.1M | $8.1M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,201 | — | $19,201 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $5,577 | — | $5,577 |
| BFBA,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BFBA,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,778
- Estimated Expense Ratio: 0.041% 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 | $24,778 | $19,201 | — | — | — |
| 2023 | $20,904 | $16,191 | — | — | — |
| 2022 | $21,815 | $17,090 | — | — | — |