Plan Snapshot
- Plan Sponsor: Talend INC.
- Sponsor EIN: 061807693
- Sponsor Address: 400 S. EL CAMINO REAL SUITE 1400, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 291
- Total Assets: $52.0M
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. |
|---|---|---|---|---|
| 2023 | 291 | $52.0M | $2.4M | $5.9M |
| 2022 | 429 | $46.9M | $2.7M | $6.8M |
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 | $59,329 | — | $59,329 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $41,401 | — | $41,401 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,262 | — | $12,262 |
| MOSS ADAMS LLP | Auditor | $12,242 | — | $12,242 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,234
- Estimated Expense Ratio: 0.241% 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 |
|---|---|---|---|---|---|
| 2023 | $125,234 | $53,663 | — | $12,242 | — |
| 2022 | $120,714 | $10,053 | — | — | — |