Plan Snapshot
- Plan Sponsor: 8am LLC
- Sponsor EIN: 721601420
- Sponsor Address: 3700 N. CAPITAL OF TEX HWY, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 707
- Total Assets: $51.6M
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. |
|---|---|---|---|---|
| 2025 | 707 | $51.6M | $0 | $0 |
| 2024 | 475 | $41.5M | $2.4M | $4.4M |
| 2023 | 463 | $31.0M | $2.4M | $4.4M |
| 2022 | 252 | $17.9M | $1.6M | $2.3M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO | Investment Advisor | — | $63,885 | $63,885 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Recordkeeper | $34,431 | — | $34,431 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,316
- Estimated Expense Ratio: 0.191% 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 |
|---|---|---|---|---|---|
| 2025 | $6,565,698 | $63,885 | — | — | — |
| 2024 | $65,864 | $59,567 | — | — | — |
| 2023 | $67,977 | $67,977 | — | — | — |
| 2022 | $68,332 | $66,082 | $2,250 | — | — |