Plan Snapshot
- Plan Sponsor: Think Surgical, INC.
- Sponsor EIN: 261501071
- Sponsor Address: 47201 LAKEVIEW BLVD., FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $17.8M
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 | 111 | $17.8M | $636,199 | $2.0M |
| 2023 | 138 | $14.5M | $631,963 | $1.7M |
| 2022 | 119 | $11.3M | $563,535 | $1.6M |
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 | $20,580 | — | $20,580 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,567 | — | $7,567 |
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,147
- Estimated Expense Ratio: 0.158% 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 | $28,147 | $7,567 | — | — | — |
| 2023 | $19,209 | $3,402 | — | — | — |
| 2022 | $17,348 | $1,307 | — | — | — |