Plan Snapshot
- Plan Sponsor: Active Concepts, LLC
- Sponsor EIN: 223771082
- Sponsor Address: 107 TECHNOLOGY DRIVE, LINCOLNTON, NC, 28092
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $9.5M
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 | 133 | $9.5M | $469,033 | $887,698 |
| 2023 | 128 | $7.1M | $404,559 | $770,275 |
| 2022 | 113 | $5.1M | $361,303 | $659,986 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — 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 | $31,809 | $13,971 | — | — | — |
| 2023 | $20,206 | $8,021 | — | — | — |
| 2022 | $25,580 | $25,580 | — | — | — |