Plan Snapshot
- Plan Sponsor: Appcast, INC.
- Sponsor EIN: 470992200
- Sponsor Address: 10 WATER STREET, LEBANON, NH, 03766
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $29.6M
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. |
|---|---|---|---|---|
| 2024 | 334 | $29.6M | $1.2M | $3.4M |
| 2023 | 159 | $10.6M | $514,976 | $1.7M |
| 2022 | 180 | $6.9M | $539,835 | $1.6M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | ADVISOR | $44,729 | — | $44,729 |
| FIDELITY WORKPLACE SERVICES, LLC | PLAN ADMINISTRATOR | $16,730 | — | $16,730 |
| BAKER NEWMAN AND NOYES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,459
- Estimated Expense Ratio: 0.207% 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 | $69,658 | $44,779 | $2,714 | — | — |
| 2023 | $3,464 | — | $3,464 | — | — |
| 2022 | $6,790 | — | $6,790 | — | — |