# Team San Jose 401(k) Plan
Source: https://planprovider.pro/companies/team-san-jose-401k-plan

> Team San Jose's 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [International Institute Of Los Angeles](https://planprovider.pro/companies/international-institute-of-los-angeles-401k-plan) — 146 participants

- [Lucile Packard Foundation For Children'S Health](https://planprovider.pro/companies/lucile-packard-foundation-for-children-s-health-401k-plan) — 144 participants

- [Low Income Investment Fund](https://planprovider.pro/companies/low-income-investment-fund-401k-plan) — 148 participants

- [Bar Association Of San Francisco](https://planprovider.pro/companies/bar-association-of-san-francisco-plan) — 142 participants

- [Reach](https://planprovider.pro/companies/reach-401k-plan) — 142 participants

- [Motion Picture And Television Fund](https://planprovider.pro/companies/motion-picture-and-television-fund-plan-001) — 148 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/team-san-jose-401k-plan)

© 2026 PlanProvider.Pro