Plan Snapshot
- Plan Sponsor: The Myers-Briggs Company
- Sponsor EIN: 941337736
- Sponsor Address: 4421 GIANNECCHINI LANE, UNIT 300, STOCKTON, CA, 95206
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $30.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 70 | $30.0M | $469,694 | $1.5M |
| 2023 | 103 | $28.8M | $611,860 | $1.7M |
| 2022 | 112 | $26.6M | $581,058 | $1.5M |
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 |
|---|---|---|---|---|
| SENSIBA LLP | Auditor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
- Estimated Expense Ratio: 0.025% 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 | $39,756 | $4,892 | — | $7,500 | — |
| 2023 | $57,374 | $6,145 | — | $14,500 | — |
| 2022 | $58,142 | $3,696 | — | — | — |