Plan Snapshot
- Plan Sponsor: Above & Beyond Business Tools For Entrepreneurs
- Sponsor EIN: 814137537
- Sponsor Address: 902 CARNEGIE CENTER SUITE 160, PRINCETON, NJ, 08540
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $2,456 | $0 |
| 2023 | 169 | $12.2M | $621,982 | $1.4M |
| 2022 | 391 | $10.0M | $665,908 | $1.5M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, INC. | N/A | $82,142 | — | $82,142 |
| AT RETIREMENT SERVICES, LLC | N/A | $41,884 | — | $41,884 |
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — N/A
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,026
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 | $57,817 | — | — | — | — |
| 2023 | $62,013 | $41,071 | — | — | — |
| 2022 | $50,148 | $35,234 | — | — | — |