Plan Snapshot
- Plan Sponsor: Aetea Information Technology, INC.
- Sponsor EIN: 200422623
- Sponsor Address: 325 SENTRY PARKWAY, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $85,349
Key Plan Design Features
- Auto-Enrollment: No
- 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 | $85,349 | $0 | $52,740 |
| 2022 | 17 | $8.9M | $0 | $163,126 |
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 |
|---|---|---|---|---|
| KAUFMAN ROSSIN & CO. P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KAUFMAN ROSSIN & CO. P.A. — 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 |
|---|---|---|---|---|---|
| 2023 | $40,761 | $23,001 | — | — | — |
| 2022 | $44,476 | — | — | — | — |