Retirement plan

CROSSLINK CAPITAL PROFIT SHARING 401(K) PLAN

Name: CROSSLINK CAPITAL, INC. - CROSSLINK CAPITAL PROFIT SHARING 401(K) PLAN (2024) Form 5500
Creator: CROSSLINK CAPITAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROSSLINK CAPITAL PROFIT SHARING 401(K) PLAN, CROSSLINK CAPITAL, INC.

CROSSLINK CAPITAL, INC.EIN 94-3315151Plan #001PY 2024

2180 SAND HILL ROAD, SUITE 200 - MENLO PARK, CA 94025415-617-1800crosslinkcapital.comLinkedIn11-50 employeesinvestment management

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$25.6M

+39.7% from 2023

Total participants

-4.8% from 2023

Average account balance

$449,560

+49.5% from 2023

Annual return

35.65%

+22.45 pp from 2023

Benchmarks

See 7,161 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,161 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$25.62M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$450K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+35.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5222

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969	Contract Administrator	$17,439

Plan features & details

Pension benefit codes2E2F2G2J2R3D3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$298K

$9302 / participant

Other / not subdivided$298K100.0%

% of EOY assets

1.162%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$449,560

$138,385+224.9%

$184,200+144.1%

$80,874+455.9%

Participation rate

93.8%

83.9%+9.9pp

86.8%+6.9pp

67.6%+26.1pp

Annual return

35.65%

20.02%+15.6pp

28.80%+6.9pp

35.62%0pp

Employer contribution / active EE

$4,849-100.0%

$6,424-100.0%

$2,756-100.0%

Participant deferral / active EE

$31,713

$7,073+348.4%

$9,132+247.3%

$4,297+638.0%

Admin fee / account holder

$5,222

$10,483-50.2%

$13,907-62.4%

$6,935-24.7%

Provider

Service type

Compensation

NEWPORT GROUP, INC.1 year

Service code 13 · EIN 27-2037969

Contract Administrator

$17,439

CROSSLINK CAPITAL PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROSSLINK CAPITAL PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion