Plan Snapshot
- Plan Sponsor: Accountingdepartment.Com, LLC
- Sponsor EIN: 200819446
- Sponsor Address: 3312 ATLANTIC CIR, NAPLES, FL, 34119
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $8.3M
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 | 172 | $8.3M | $388,707 | $836,851 |
| 2023 | 173 | $6.6M | $359,474 | $797,366 |
| 2022 | 175 | $4.6M | $328,960 | $697,779 |
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 |
|---|---|---|---|---|
| BETHKE CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETHKE CPA, 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 | $61,973 | $23,772 | $33,384 | — | — |
| 2023 | $46,876 | $46,876 | — | — | — |
| 2022 | $36,161 | — | — | — | $36,161 |