# Advantage Capital Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/advantage-capital-management-corporation-401k-plan

> Advantage Capital Management Corporation's 401(k) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Advantage Capital Management Corporation

- **Sponsor EIN:** 721262990

- **Sponsor Address:** 909 POYDRAS STREET SUITE 2230, NEW ORLEANS, LA, 70112

- **Plan Type:** 401(k)

- **Total Participants:** 197

- **Total Assets:** $49.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|197|$49.0M|$1.2M|$2.4M|

| 2023|146|$40.1M|$994,627|$2.0M|

| 2022|129|$32.0M|$830,981|$1.6M|

## 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|

| LAPORTE CPA & BUSINESS ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LAPORTE CPA & BUSINESS ADVISORS](https://planprovider.pro/provider/laporte-cpas-and-business-advisors) — 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|$115,803|$71,427|—|—|—|

| 2023|$89,692|$55,298|—|—|—|

| 2022|$82,869|—|$82,869|—|—|

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