Plan Snapshot
- Plan Sponsor: Sliderule Labs INC.
- Sponsor EIN: 463945417
- Sponsor Address: 98 BATTERY ST, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 52 | $6.1M | $0 | $702,290 |
| 2023 | 115 | $5.4M | $0 | $1.4M |
| 2022 | 135 | $3.4M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $7,756 | — | $7,756 |
| PKF O'CONNOR DAVIES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- PKF O'CONNOR DAVIES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,756
- Estimated Expense Ratio: 0.127% 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 | $8,559 | $4,467 | — | — | — |
| 2023 | $5,985 | $3,561 | — | — | — |
| 2022 | $3,466 | $3,466 | — | — | — |