# Albertelli Law 401(k) Plan
Source: https://planprovider.pro/companies/albertelli-law-401k-plan

> Albertelli Law's 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Albertelli Law

- **Sponsor EIN:** 260659686

- **Sponsor Address:** 5404 CYPRESS CENTER DR, STE 300, TAMPA, FL, 33609

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

- **Total Participants:** 188

- **Total Assets:** $7.3M

## 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|188|$7.3M|$265,993|$757,803|

| 2023|302|$6.2M|$217,467|$655,536|

| 2022|81|$4.5M|$134,879|$433,822|

## 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|

| RIVERO, GORDIMER & COMPANY, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RIVERO, GORDIMER & COMPANY, P.A.](https://planprovider.pro/provider/rivero-gordimer-and-company-pa) — 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|$31,361|$1,400|$8,619|—|—|

| 2023|$35,052|$1,012|$5,765|—|—|

| 2022|$28,321|$890|$27,431|—|—|

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