# Armstrong & Eshleman P.A. 401(k) Plan
Source: https://planprovider.pro/companies/armstrong-eshleman-p-a-401k-plan

> Armstrong & Eshleman P.A.'s 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Armstrong & Eshleman P.A.

- **Sponsor EIN:** 562006569

- **Sponsor Address:** 201 PROVIDENCE RD, CHARLOTTE, NC, 28207

- **Plan Type:** 401(k)

- **Total Participants:** 94

- **Total Assets:** $6.5M

## 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|94|$6.5M|$0|$212,022|

| 2023|95|$5.8M|$0|$283,660|

| 2022|101|$4.8M|$0|$261,557|

## 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|

| ELLIOTT GROUP CPAS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ELLIOTT GROUP CPAS, PLLC](https://planprovider.pro/provider/elliott-group-cpas-pllc) — 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|$256,461|—|$23,122|—|—|

| 2023|$203,551|—|$17,328|—|—|

| 2022|$16,476|—|—|—|—|

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