# The Sphere Institute 401(k) Plan
Source: https://planprovider.pro/companies/the-sphere-institute-plan

> The Sphere Institute's 401(k) plan: 618 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Sphere Institute

- **Sponsor EIN:** 911748201

- **Sponsor Address:** 500 AIRPORT BOULEVARD, BURLINGAME, CA, 94010

- **Plan Type:** 401(k)

- **Total Participants:** 618

- **Total Assets:** $74.9M

## 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|618|$74.9M|$1.6M|$6.3M|

| 2023|752|$59.9M|$1.3M|$5.8M|

| 2022|618|$45.8M|$691,079|$4.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$61,759|—|$61,759|

| MILLER KAPLAN ARASE LLP|ACCOUNTANT/AUDITOR|$13,750|—|$13,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,509

- **Estimated Expense Ratio:** 0.101% 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|$77,770|$1,561|—|$13,750|—|

| 2023|$131,357|$12|—|$26,000|—|

| 2022|$114,334|—|—|—|—|

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