# Ubisoft, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ubisoft-inc-401k-plan

> Ubisoft, INC.'s 401(k) plan: 546 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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|—|—|—|

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