Plan Snapshot
- Plan Sponsor: Andersen Tax LLC
- Sponsor EIN: 331197384
- Sponsor Address: 333 BUSH STREET, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 2,168
- Total Assets: $336.9M
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 | 2,168 | $336.9M | $3.8M | $26.7M |
| 2023 | 2,070 | $282.8M | $3.6M | $22.6M |
| 2022 | 1,689 | $215.6M | $2.6M | $18.2M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $185,872 | — | $185,872 |
| VANGUARD ADVISERS INC. | NONE | $68,373 | — | $68,373 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,245
- Estimated Expense Ratio: 0.075% 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 |
|---|---|---|---|---|---|
| 2024 | $250,914 | — | — | — | — |
| 2023 | $231,605 | — | — | — | — |
| 2022 | $202,728 | — | — | — | — |