Plan Snapshot
- Plan Sponsor: Tessitura Network, INC.
- Sponsor EIN: 061666165
- Sponsor Address: 2295 FLETCHER PARKWAY SUITE 201, EL CAJON, CA, 92020
- Plan Type: 401(k)
- Total Participants: 284
- Total Assets: $31.4M
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 | 284 | $31.4M | $779,439 | $2.1M |
| 2023 | 271 | $26.2M | $658,095 | $2.0M |
| 2022 | 252 | $20.7M | $517,154 | $1.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $44,440 | — | $44,440 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $29,569 | — | $29,569 |
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MGMT | $21,957 | — | $21,957 |
| SUTTON FROST CARY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- SUTTON FROST CARY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,966
- Estimated Expense Ratio: 0.305% 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 | $97,500 | $51,526 | — | — | — |
| 2023 | $78,847 | $44,284 | — | — | — |
| 2022 | $72,440 | $40,671 | $31,769 | — | — |