Plan Snapshot
- Plan Sponsor: Accountabilit, LLC
- Sponsor EIN: 811395842
- Sponsor Address: 8660 E HARTFORD DRIVE, SCOTTSDALE, AZ, 852552581
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $8.2M
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 | 122 | $8.2M | $0 | $729,016 |
| 2023 | 116 | $7.2M | $5,125 | $659,461 |
| 2022 | 125 | $5.9M | $0 | $611,054 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON MULLINS PLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $60,761 | $49,576 | — | — | — |
| 2023 | $59,295 | $49,620 | — | — | — |
| 2022 | $378,058 | — | $19,483 | — | — |