# American Bancard LLC 401(k) Plan
Source: https://planprovider.pro/companies/american-bancard-llc-562444741-001

> American Bancard LLC's 401(k) plan: 134 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** American Bancard LLC

- **Sponsor EIN:** 562444741

- **Sponsor Address:** 1081 HOLLAND DR, BOCA RATON, FL, 334872708

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

- **Plan Number:** 001

- **Total Participants:** 134

- **Total Assets:** $1.3M

## 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|134|$1.3M|$0|$0|

| 2024|42|$1.2M|$137,157|$173,843|

| 2023|47|$864,494|$178,002|$264,378|

| 2022|102|$867,633|$147,232|$324,831|

## 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|

| LEVELIZED COMPENSATION ADVISOR|Investment Advisor|$5,998|—|$5,998|

| PAYCHEX, INC.|Recordkeeper|$5,209|—|$5,209|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,207

- **Estimated Expense Ratio:** 0.849% 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|$219,794|$5,998|$5,209|—|—|

| 2024|$81,554|—|—|—|—|

| 2023|$172,147|—|—|—|—|

| 2022|$58,068|—|—|—|—|

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