Plan Snapshot
- Plan Sponsor: Achieve Cybersecurity Holdings,
- Sponsor EIN: 873670584
- Sponsor Address: 530 7TH AVE, SUITE 1909, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $7.2M
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 | 176 | $7.2M | $712,491 | $1.5M |
| 2023 | 173 | $4.8M | $630,179 | $1.3M |
| 2022 | 56 | $782,473 | $106,190 | $234,989 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $32,296 | — | $32,296 |
| CAH ADVISORS LLC | INVESTMENT/FINANCIAL ADVI | $29,207 | — | $29,207 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,503
- Estimated Expense Ratio: 0.851% 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 | $61,504 | $56,788 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |