Plan Snapshot
- Plan Sponsor: Applied Software Technology, LLC.
- Sponsor EIN: 581484413
- Sponsor Address: 7000 CENTRAL PARKWAY SUITE 1530, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 121 | $15.3M | $443,968 | $975,995 |
| 2023 | 117 | $10.3M | $575,072 | $898,471 |
| 2022 | 165 | $12.1M | $704,191 | $840,260 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, LLC — 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 | $54,465 | $40,485 | — | — | — |
| 2023 | $46,181 | $37,568 | — | — | — |
| 2022 | $87,030 | $77,825 | $9,205 | — | — |