# Andersen Tax LLC 401(k) Plan
Source: https://planprovider.pro/companies/andersen-tax-llc-401k-plan

> Andersen Tax LLC's 401(k) plan: 2,168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [EISNERAMPER LLP](https://planprovider.pro/provider/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|—|—|—|—|

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