Plan Snapshot
- Plan Sponsor: Twilio INC.
- Sponsor EIN: 262574840
- Sponsor Address: 101 SPEAR STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 3,107
- Total Assets: $628.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,107 | $628.5M | $18.5M | $65.8M |
| 2023 | 3,492 | $505.5M | $22.1M | $72.8M |
| 2022 | 4,684 | $380.0M | $24.9M | $83.3M |
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 |
|---|---|---|---|---|
| ARY ROEPCKE MULCHAEY, P.C. | Auditor | $33,000 | — | $33,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARY ROEPCKE MULCHAEY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,000
- Estimated Expense Ratio: 0.005% 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 | $348,896 | $71,559 | $600 | $33,000 | — |
| 2023 | $326,096 | $69,843 | — | $29,450 | — |
| 2022 | $370,227 | $64,844 | $220,383 | — | $85,000 |