Plan Snapshot
- Plan Sponsor: Accounting Fulfillment Services, LLC.
- Sponsor EIN: 471246548
- Sponsor Address: 260 MADISON AVENUE, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $7.1M
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 | 242 | $7.1M | $310,604 | $1.0M |
| 2023 | 232 | $5.4M | $300,045 | $880,935 |
| 2022 | 221 | $3.6M | $250,201 | $706,438 |
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 |
|---|---|---|---|---|
| WISS & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WISS & COMPANY, LLC — Auditor
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 | $31,617 | — | $31,617 | — | — |
| 2023 | $21,534 | — | $21,534 | — | — |
| 2022 | $17,476 | $17,476 | — | — | — |