Plan Snapshot
- Plan Sponsor: Act LLC
- Sponsor EIN: 841599982
- Sponsor Address: 8800 N. GAINEY CENTER DR, SCOTTSDALE, AZ, 85258
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $11.0M
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 | 55 | $11.0M | $254,490 | $622,297 |
| 2023 | 58 | $9.6M | $254,311 | $609,382 |
| 2022 | 60 | $7.9M | $274,128 | $548,609 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $67,657 | $38,768 | — | — | — |
| 2023 | $45,301 | $21,105 | — | — | — |
| 2022 | $46,043 | $21,051 | — | — | — |