# Accounting Research & Analytics, LLC (Dba Cfra Research) 401(k) Plan
Source: https://planprovider.pro/companies/accounting-research-analytics-llc-dba-cfra-research-401k-plan

> Accounting Research & Analytics, LLC (Dba Cfra Research)'s 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Accounting Research & Analytics, LLC (Dba Cfra Research)

- **Sponsor EIN:** 461998308

- **Sponsor Address:** 977 SEMINOLE TRAIL, CHARLOTTESVILLE, VA, 22901

- **Plan Type:** 401(k)

- **Total Participants:** 130

- **Total Assets:** $18.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|130|$18.0M|$473,403|$1.7M|

| 2023|130|$14.3M|$464,591|$1.8M|

| 2022|130|$9.6M|$409,674|$1.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$15,666|—|$15,666|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,666

- **Estimated Expense Ratio:** 0.087% 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|$19,814|$4,688|—|—|—|

| 2023|-$545|$2,730|—|—|—|

| 2022|$5,565|$2,007|—|—|—|

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