# A.B. Data, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/a-b-data-ltd-391398000-002

> A.B. Data, Ltd.'s 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** A.B. Data, Ltd.

- **Sponsor EIN:** 391398000

- **Sponsor Address:** 600 A B DATA DRIVE, MILWAUKEE, WI, 532174931

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

- **Plan Number:** 002

- **Total Participants:** 267

- **Total Assets:** $22.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|267|$22.2M|$484,810|$1.6M|

| 2023|273|$18.7M|$352,810|$1.2M|

| 2022|270|$15.5M|$204,601|$886,000|

## 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|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$5,151|—|$5,151|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,151

- **Estimated Expense Ratio:** 0.023% 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|$1,967|$5,151|—|—|—|

| 2023|-$534|$3,703|—|—|—|

| 2022|$72|$3,307|—|—|—|

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