Plan Snapshot
- Plan Sponsor: Ten Twenty Four INC.
- Sponsor EIN: 464097126
- Sponsor Address: 425 2ND ST SUITE 602, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 104
- Total Assets: $7.7M
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. |
|---|---|---|---|---|
| 2025 | 104 | $7.7M | $0 | $0 |
| 2024 | 78 | $6.4M | $400,287 | $767,111 |
| 2023 | 76 | $4.6M | $416,861 | $819,169 |
| 2022 | 104 | $3.4M | $392,381 | $814,490 |
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 |
|---|---|---|---|---|
| GUSTO INVESTMENT SERVICES, LLC | Custodian / Trustee | $8,605 | — | $8,605 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,605
- Estimated Expense Ratio: 0.112% 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 |
|---|---|---|---|---|---|
| 2025 | $1,119,072 | $8,605 | — | — | — |
| 2024 | $5,590 | $4,398 | — | — | — |
| 2023 | $5,336 | $3,100 | — | — | — |
| 2022 | $371,190 | — | — | — | — |