Plan Snapshot
- Plan Sponsor: Snaplogic, INC.
- Sponsor EIN: 205222388
- Sponsor Address: 1825 S. GRANT ST, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Total Participants: 229
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 229 | $20.9M | $0 | $3.7M |
| 2023 | 259 | $16.7M | $36,058 | $3.6M |
| 2022 | 244 | $11.3M | $0 | $2.6M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $12,700 | $2,019 | — | — | — |
| 2023 | $7,862 | $698 | — | — | — |
| 2022 | $4,803 | $98 | — | — | — |