# 626 Holdings Equity LLC 401(k) Plan
Source: https://planprovider.pro/companies/626-holdings-equity-llc-401k-plan

> 626 Holdings Equity LLC's 401(k) plan: 275 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** 626 Holdings Equity LLC

- **Sponsor EIN:** 852461577

- **Sponsor Address:** 1225 BROKEN SOUND PARKWAY NW STE A, BOCA RATON, FL, 33487

- **Plan Type:** 401(k)

- **Total Participants:** 275

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|275|$6.3M|$583,828|$1.0M|

| 2023|295|$5.4M|$624,270|$1.1M|

| 2022|269|$3.0M|$403,140|$695,825|

## 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|

| ASSURANCE DIMENSIONS|Auditor|$11,070|—|$11,070|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,070

- **Estimated Expense Ratio:** 0.175% 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|$45,053|$7,618|—|$11,070|—|

| 2023|$28,412|$5,058|—|—|—|

| 2022|$15,314|$977|$14,337|—|—|

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