Plan Snapshot
- Plan Sponsor: Sumo Logic, INC.
- Sponsor EIN: 272234444
- Sponsor Address: 855 MAIN STREET, STE 100, REDWOOD CITY, CA, 94063
- Plan Type: 401(k)
- Total Participants: 479
- Total Assets: $46.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 479 | $46.8M | $0 | $6.6M |
| 2023 | 444 | $40.3M | $0 | $7.3M |
| 2022 | 591 | $29.4M | $0 | $7.5M |
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 | $8,522 | — | $8,522 |
| PBMARES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- PBMARES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,522
- Estimated Expense Ratio: 0.018% 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 | $11,746 | $8,522 | — | — | — |
| 2023 | $27,901 | $7,533 | — | — | — |
| 2022 | $19,571 | $5,947 | — | — | — |