Plan Snapshot
- Plan Sponsor: Weights And Biases, INC.
- Sponsor EIN: 822022025
- Sponsor Address: 1479 FOLSOM ST, SAN FRANCISCO, CA, 94103
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 182 | $6.5M | $0 | $2.2M |
| 2023 | 150 | $4.0M | $0 | $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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | PLAN ADMINISTRATOR | $27,111 | — | $27,111 |
| ALLIANT RETIREMENT SERVICES | ADVISOR | $24,969 | — | $24,969 |
| SCOTT MILLER CPA AND ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT MILLER CPA AND ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,080
- Estimated Expense Ratio: 0.805% 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 | $52,754 | $25,643 | $1,217 | — | — |
| 2023 | $15,975 | $7,756 | $514 | — | — |