Plan Snapshot
- Plan Sponsor: Team San Jose
- Sponsor EIN: 200507663
- Sponsor Address: 408 ALMADEN BOULEVARD, SAN JOSE, CA, 95110
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $11.9M
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 | 145 | $11.9M | $381,031 | $825,613 |
| 2023 | 141 | $10.5M | $356,801 | $742,512 |
| 2022 | 232 | $8.2M | $314,396 | $614,494 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,901 | $6,465 | — | — | — |
| 2023 | $32,670 | $4,075 | $4,286 | — | — |
| 2022 | $43,233 | — | $40,824 | — | $2,409 |