Plan Snapshot
- Plan Sponsor: Squaretrade, INC.
- Sponsor EIN: 943340669
- Sponsor Address: 2000 SIERRA POINT PKWY, BRISBANE, CA, 94005
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 0 | $0 | $3.3M | $6.2M |
| 2023 | 569 | $59.2M | $3.3M | $6.1M |
| 2022 | 620 | $43.9M | $3.1M | $5.4M |
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 | $87,294 | — | $87,294 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,068 | — | $10,068 |
| SILICON VALLEY ACCOUNTANCY | 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
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,362
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 | $43,420 | $13,357 | — | — | — |
| 2023 | $48,681 | $5,034 | — | — | — |
| 2022 | $10,794 | $3,032 | — | — | — |