Plan Snapshot
- Plan Sponsor: Ubisoft, INC.
- Sponsor EIN: 680243033
- Sponsor Address: 300 MISSION ST, SAN FRANCISO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 546
- Total Assets: $129.3M
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 | 546 | $129.3M | $2.1M | $7.9M |
| 2023 | 611 | $114.9M | $2.4M | $8.2M |
| 2022 | 698 | $90.9M | $2.6M | $8.4M |
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 | $94,164 | — | $94,164 |
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $40,000 | — | $40,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $30,848 | — | $30,848 |
| MILLER KAPLAN ARASE 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
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,012
- Estimated Expense Ratio: 0.128% 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 | $165,012 | $70,848 | — | — | — |
| 2023 | $142,217 | $65,420 | $300 | — | — |
| 2022 | $170,932 | $22,446 | — | — | — |