Plan Snapshot
- Plan Sponsor: Appspace 401k Plan
- Sponsor EIN: 431969532
- Sponsor Address: 382 NE 191ST STREET, MIAMI, FL, 33179
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $13.3M
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 | 155 | $13.3M | $795,082 | $1.5M |
| 2023 | 169 | $11.4M | $825,914 | $1.6M |
| 2022 | 191 | $8.7M | $834,110 | $1.6M |
| 2018 | 68 | $3.0M | $148,948 | $279,649 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $11,235 | — | $200 | — | — |
| 2023 | $9,551 | $7,779 | — | — | — |
| 2022 | $8,923 | $8,882 | $41 | — | — |
| 2018 | — | — | — | — | — |