Plan Snapshot
- Plan Sponsor: Arts & Letters Creative Co., LLC
- Sponsor EIN: 814372691
- Sponsor Address: 1805 HIGHPOINT AVENUE, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $11.0M
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 | 149 | $11.0M | $708,839 | $1.6M |
| 2023 | 138 | $8.7M | $656,266 | $1.4M |
| 2022 | 139 | $5.9M | $709,585 | $1.5M |
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 |
|---|---|---|---|---|
| KEITER CPA | Auditor | — | — | $0 |
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 | $3,400 | — | $3,400 | — | — |
| 2023 | $3,635 | — | $3,635 | — | — |
| 2022 | $1,403 | — | $1,403 | — | — |