Plan Snapshot
- Plan Sponsor: Accelalpha, INC.
- Sponsor EIN: 264701177
- Sponsor Address: 915 118TH AVE SE, SUITE 300, BELLEVUE, WA, 98005
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 197 | $16.1M | $1.7M | $2.9M |
| 2023 | 151 | $10.4M | $1.2M | $2.0M |
| 2022 | 143 | $6.3M | $402,862 | $1.2M |
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 |
|---|---|---|---|---|
| PCS RETIREMENT, LLC | Recordkeeper | $56,680 | — | $56,680 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,680
- Estimated Expense Ratio: 0.351% 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 | $56,680 | — | $50,657 | — | — |
| 2023 | $404,545 | — | $36,103 | — | — |
| 2022 | $75,090 | — | $28,190 | — | — |