Plan Snapshot
- Plan Sponsor: Tellus Solutions INC
- Sponsor EIN: 113766961
- Sponsor Address: 4655 OLD IRONSIDES DR STE 390, SANTA CLARA, CA, 950541855
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 78 | $1.1M | $33,627 | $224,425 |
| 2023 | 79 | $897,827 | $22,844 | $211,351 |
| 2022 | 77 | $817,065 | $21,362 | $197,078 |
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 |
|---|---|---|---|---|
| BRENT HOPKINS | 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 | $13,763 | $4,969 | $7,934 | — | — |
| 2023 | $9,590 | $5,275 | $4,315 | — | — |
| 2022 | $7,276 | $3,758 | $3,518 | — | — |