San Publisher Intelligence 401(k) match, vesting and fees
What San Publisher Intelligence's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Maggart & Associates, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 15,380 defined-contribution plans in information with fewer than 100 participants.
| San Publisher Intelligence: employer contribution per participant | $21,458 | |
| Peer median | $1,820 |
| San Publisher Intelligence: average balance | $20,493 | |
| Peer median | $42,692 |
| San Publisher Intelligence: admin expenses ÷ assets | 0.96% | |
| Peer median | 0.26% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $328K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 17 | $328K | $343K | $21,458 | 0.96% | Not published | Form 5500 ↗ |
Common questions
Does San Publisher Intelligence match 401(k) contributions?
The match terms for the San Publisher Intelligence 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $343K in employer contributions, about $21,458 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Publisher Intelligence 401(k) match vested?
The vesting schedule for the San Publisher Intelligence 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Publisher Intelligence 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is San Publisher Intelligence Inc..
I left San Publisher Intelligence. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Publisher Intelligence Inc., (615) 651-0422) or the recordkeeper, Human Interest Advisor LLC. The San Publisher Intelligence old 401(k) page lists the contacts from every plan filing. Find an old San Publisher Intelligence 401(k)
Data from the public Form 5500 annual reports San Publisher Intelligence filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with San Publisher Intelligence. Not financial advice. Report a correction · Methodology