# Abbott, Stringham & Lynch Accountancy Corporation DC Plan
Source: https://planprovider.pro/companies/abbott-stringham-lynch-accountancy-corp-plan

> Abbott, Stringham & Lynch Accountancy Corporation's DC plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Abbott, Stringham & Lynch Accountancy Corporation

- **Sponsor EIN:** 770051130

- **Sponsor Address:** 1901 SOUTH BASCOM AVE., SUITE 105, CAMPBELL, CA, 95008

- **Plan Type:** DC

- **Total Participants:** 104

- **Total Assets:** $31.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|104|$31.7M|$1.2M|$1.6M|

| 2023|132|$31.4M|$1.1M|$1.5M|

| 2022|115|$26.9M|$792,975|$1.4M|

## 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|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISOR|$38,221|—|$38,221|

| CAPITAL GROUP RETIREMENT PLAN SERVI|RECORDKEEPER|$10,134|—|$10,134|

| NEXUS ADMINISTRATORS, INC.|CONTRACT ADMIN|$8,152|—|$8,152|

| HOLBROOK & MANTER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/kestra-advisory-services-llc) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,507

- **Estimated Expense Ratio:** 0.178% 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|$53,332|—|$53,332|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Sensiba LLP](https://planprovider.pro/companies/sensiba-san-filippo-llp-401k-plan) — 387 participants

- [Macias Gini & O'Connell LLP](https://planprovider.pro/companies/macias-gini-o-connell-llp-401k-plan) — 462 participants

- [Singerlewak LLP](https://planprovider.pro/companies/singerlewak-llp-401k-plan) — 514 participants

- [Holthouse Carlin & Van Trigt LLP](https://planprovider.pro/companies/holthouse-carlin-van-trigt-llp-plan-003) — 551 participants

- [Nksfb, LLC](https://planprovider.pro/companies/nksfb-llc-plan-001) — 666 participants

- [Novogradac & Company LLP](https://planprovider.pro/companies/novogradac-company-llp-401k-plan) — 772 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/abbott-stringham-lynch-accountancy-corp-plan)

© 2026 PlanProvider.Pro