Plan Snapshot
- Plan Sponsor: Submittable Holdings INC.
- Sponsor EIN: 475485414
- Sponsor Address: 101 EAST FRONT ST., MISSOULA, MT, 59802
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $10.7M
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 | 129 | $10.7M | $417,357 | $2.0M |
| 2023 | 208 | $8.5M | $276,313 | $1.8M |
| 2022 | 213 | $4.8M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $45,776 | — | $45,776 |
| USI SECURITIES INC | Investment Advisor | — | $17,460 | $17,460 |
| USI CONSULTING GROUP INC | Other Service Provider | $2,200 | $4,856 | $7,056 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,292
- Estimated Expense Ratio: 0.658% 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 | $52,018 | $52,018 | — | — | — |
| 2023 | $23,234 | $23,234 | — | — | — |
| 2022 | $21,006 | $21,006 | — | — | — |