Plan Snapshot
- Plan Sponsor: Activus Connect LLC
- Sponsor EIN: 831917754
- Sponsor Address: 7512 DR PHILLIPS BLVD SUITE 50-158, ORLANDO, FL, 328195420
- Plan Type: 401(k)
- Total Participants: 1,028
- Total Assets: $734,823
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. |
|---|---|---|---|---|
| 2023 | 1,028 | $734,823 | $0 | $378,322 |
| 2022 | 823 | $407,263 | $0 | $326,887 |
| 2021 | 593 | $291,137 | $0 | $0 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $18,046 | — | $18,046 |
| ERISA FIDUCIARY SERVICES, INC. | Recordkeeper | $10,860 | — | $10,860 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,906
- Estimated Expense Ratio: 3.934% 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 |
|---|---|---|---|---|---|
| 2023 | $18,380 | $2,730 | $14,790 | — | — |
| 2022 | $17,892 | $1,811 | $16,081 | — | — |
| 2021 | $16,153 | $641 | $15,512 | — | — |