Plan Snapshot
- Plan Sponsor: Thoughtworks, INC
- Sponsor EIN: 363888809
- Sponsor Address: 200 E RANDOLPH ST., CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 670
- Total Assets: $226.3M
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 | 670 | $226.3M | $3.0M | $11.8M |
| 2023 | 804 | $198.0M | $3.8M | $13.3M |
| 2022 | 986 | $161.2M | $4.1M | $13.3M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | -$42,841 | — | — | — | — |
| 2023 | -$53,744 | — | — | — | — |
| 2022 | -$37,550 | — | — | — | — |