Plan Snapshot
- Plan Sponsor: Accumen INC.
- Sponsor EIN: 451992371
- Sponsor Address: 3333 N HAYDEN RD STE 1, SCOTTSADALE, AZ, 85251
- Plan Type: 401(k)
- Total Participants: 356
- Total Assets: $20.4M
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 | 356 | $20.4M | $587,250 | $2.1M |
| 2023 | 347 | $17.4M | $479,154 | $2.0M |
| 2022 | 354 | $14.1M | $329,440 | $1.9M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $57,953 | $16,019 | — | — | — |
| 2023 | $50,621 | $19,356 | — | — | — |
| 2022 | $42,076 | $12,432 | $29,644 | — | — |