Plan Snapshot
- Plan Sponsor: Techflow, INC.
- Sponsor EIN: 954620091
- Sponsor Address: 9889 WILLOW CREEK ROAD SUITE 100, SAN DIEGO, CA, 92131
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $13.7M
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 | 80 | $13.7M | $482,849 | $1.3M |
| 2023 | 123 | $15.1M | $457,416 | $1.2M |
| 2022 | 111 | $14.0M | $470,495 | $1.3M |
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 |
|---|---|---|---|---|
| ASCENT RETIREMENT ADVISORS LLC | INVESTMENT ADVISOR | $37,054 | — | $37,054 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $32,578 | — | $32,578 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,221 | — | $5,221 |
| NORMAN COOPER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORMAN COOPER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,853
- Estimated Expense Ratio: 0.547% 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 | $74,853 | $42,275 | — | — | — |
| 2023 | $73,454 | $45,357 | — | — | — |
| 2022 | $125,174 | $52,328 | $72,846 | — | — |