Plan Snapshot
- Plan Sponsor: Advantage Integration Technology, INC.
- Sponsor EIN: 202819998
- Sponsor Address: 6817 NORTH ORANGE BLOSSOM TRAIL, ORLANDO, FL, 32810
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $3.9M
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 | 96 | $3.9M | $172,540 | $414,092 |
| 2023 | 101 | $3.5M | $162,232 | $360,183 |
| 2022 | 121 | $2.9M | $119,719 | $298,937 |
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 |
|---|---|---|---|---|
| ERIN M PERDUE CPA | Auditor | — | — | $0 |
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 | $34,945 | $19,097 | $3,900 | — | — |
| 2023 | $28,018 | — | — | — | — |
| 2022 | $26,127 | — | — | — | — |