Plan Snapshot
- Plan Sponsor: The Trade Desk, INC.
- Sponsor EIN: 271887399
- Sponsor Address: 42 N. CHESTNUT STREET, VENTURA, CA, 93001
- Plan Type: 401(k)
- Total Participants: 2,206
- Total Assets: $298.5M
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 | 2,206 | $298.5M | $16.5M | $36.1M |
| 2023 | 1,937 | $213.9M | $14.3M | $30.1M |
| 2022 | 1,708 | $132.6M | $10.6M | $22.7M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | ADVISOR | — | $110,448 | $110,448 |
| PENSION ASSURANCE LLP | ACCOUNTANT/AUDITOR | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — ADVISOR
- PENSION ASSURANCE LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,448
- Estimated Expense Ratio: 0.042% 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 | -$184,079 | — | — | $14,000 | — |
| 2023 | -$77,570 | — | — | $13,000 | — |
| 2022 | -$27,302 | — | — | — | — |