Plan Snapshot
- Plan Sponsor: Sycomp, A Technology Company, INC.
- Sponsor EIN: 770417085
- Sponsor Address: 1660 ROLLINS RD, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $22.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 193 | $22.6M | $0 | $2.2M |
| 2023 | 180 | $18.1M | $0 | $1.9M |
| 2022 | 148 | $11.9M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $34,733 | — | $34,733 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $26,436 | — | $26,436 |
| LERROSARBEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LERROSARBEY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,169
- Estimated Expense Ratio: 0.270% 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 | $62,306 | $36,158 | — | — | — |
| 2023 | $43,985 | $26,149 | — | — | — |
| 2022 | $39,158 | $125 | — | — | — |