Profile
Servicemax, Inc. 401(K) Plan in Pleasanton, CA is in Pleasanton, CA, its EIN is 912044080, its industry group is Computer Systems Design and Related Services, its plan administrator is Eric Paul, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 541519, has 100 to 499 total participants, is better than the overall participant averages in each of net income per total participant, active-participant contributions per head, and employer contributions per active participant, and is higher than the overall administrative medians in each of contract administrator fees, investment advisory and management fees, and total administrative expenses.
Numeric values:
- net assets (assets minus liabilities) ($29.30M)
- total assets ($29,284,004)
- total assets at beginning of plan year ($28,949,976)
- value of interest in registered investment companies (e.g., mutual funds) ($25.40M)
- total contributions ($8,810,712)
- cash contributions from participants ($5,186,672)
- total income ($3,118,201)
- total expenses ($2,784,173)
- cash contributions from employers ($2,127,834)
- value of interest in common/collective trusts ($1,751,956)
- other general investments ($1,666,827)
- net income ($334,028)
- participant loans ($298,506)
- receivables - employer contributions ($144,058)
- total administrative expenses ($83,083)
- average account balance ($66,404)
- contract administrator fees ($45,890)
- investment advisory and management fees ($37,193)
- average employer+participant cash contribution per active participant ($26,991)
- average participant cash contribution per active participant ($19,139)
- corrective distributions ($13,394)
- average employer cash contribution per active participant ($7,852)
- net income per total participant ($757.40)
- total administrative expense per participant ($188.40)
- total noninterest-bearing cash ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- professional fees ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- earnings on investments (-$5,692,511)
- net earnings on investments (-$5,729,704)
- percentage of active participants (61.5%)
- diversity of asset types (16.6%)
- growth in total assets during the plan year (1.2%)
- participant loans as a percentage of plan assets (1.02%)
- total administrative expense ratio (0.280%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- yield on beginning-of-plan-year total assets (-19.79%)
- active participants (271)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (441)
- other retired or separated participants entitled to future benefits (149)
- retired or separated participants receiving benefits (21)
- total participants (441)