Plan Snapshot
- Plan Sponsor: Analytic Partners, INC.
- Sponsor EIN: 134177380
- Sponsor Address: 1441 BRICKELL AVENUE SUITE 1220, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $28.7M
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 | 325 | $28.7M | $840,384 | $3.0M |
| 2023 | 268 | $22.3M | $953,251 | $2.6M |
| 2022 | 240 | $17.9M | $596,583 | $2.0M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — 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 | $113,275 | $62,226 | — | — | — |
| 2023 | $85,523 | $47,809 | — | — | — |
| 2022 | $120,039 | $105,340 | $14,699 | — | — |