# Visiquate INC. 401(k) Plan
Source: https://planprovider.pro/companies/visiquate-inc-401k-plan

> Visiquate INC.'s 401(k) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Visiquate INC.

- **Sponsor EIN:** 270836945

- **Sponsor Address:** 520 3RD STREET STE 300, SANTA ROSA, CA, 95401

- **Plan Type:** 401(k)

- **Total Participants:** 74

- **Total Assets:** $12.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|74|$12.1M|$526,664|$990,131|

| 2023|73|$10.3M|$548,801|$1.0M|

| 2022|122|$8.7M|$665,705|$1.2M|

## 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|

| MORNINGSTAR, INC.|Other Service Provider|$25,888|—|$25,888|

| DECIMAL, INC.|THIRD PARTY RECORDKEEPER|$10,779|—|$10,779|

| FRANK RIMMERMAN + CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORNINGSTAR, INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — Other Service Provider

- [DECIMAL, INC.](https://planprovider.pro/provider/aspire-financial-services) — THIRD PARTY RECORDKEEPER

- [FRANK RIMMERMAN + CO LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,667

- **Estimated Expense Ratio:** 0.304% 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|$36,667|$25,888|—|—|—|

| 2023|$28,086|$17,190|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Roi Communication, INC.](https://planprovider.pro/companies/roi-communication-inc-plan) — 75 participants

- [Roi Communication, INC.](https://planprovider.pro/companies/roi-communication-inc-401k-plan) — 75 participants

- [Clutch](https://planprovider.pro/companies/clutch-401k-plan) — 75 participants

- [Callfire, INC.](https://planprovider.pro/companies/callfire-inc-401k-plan) — 73 participants

- [Linqia INC.](https://planprovider.pro/companies/linqia-inc-plan) — 76 participants

- [Cambridge Cm, INC.](https://planprovider.pro/companies/cambridge-cm-inc-401k-plan) — 72 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/visiquate-inc-401k-plan)

© 2026 PlanProvider.Pro