Plan Snapshot
- Plan Sponsor: Yardi Systems, INC.
- Sponsor EIN: 770049051
- Sponsor Address: 430 SOUTH FAIRVIEW AVE., GOLETA, CA, 93117
- Plan Type: 401(k)
- Total Participants: 4,805
- Total Assets: $780.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4,805 | $780.5M | $44.6M | $42.1M |
| 2023 | 4,824 | $624.4M | $38.8M | $37.8M |
| 2022 | 4,510 | $466.1M | $33.4M | $31.5M |
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 |
|---|---|---|---|---|
| NASIF, HICKS, HARRIS & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NASIF, HICKS, HARRIS & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $129,146 | $152,859 | $300 | — | — |
| 2023 | $296,214 | $194,389 | $1,500 | — | — |
| 2022 | $321,841 | $176,540 | — | — | — |