# Associations, INC 401(k) Plan
Source: https://planprovider.pro/companies/associations-inc-401k-plan

> Associations, INC's 401(k) plan: 7,675 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Associations, INC

- **Sponsor EIN:** 753014941

- **Sponsor Address:** 2301 N GREENVILLE AVE., RICHARDSON, TX, 75082

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

- **Total Participants:** 7,675

- **Total Assets:** $129.6M

## 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|7,675|$129.6M|$519,115|$10.7M|

| 2023|6,146|$126.5M|$473,398|$9.4M|

| 2022|6,223|$109.0M|$379,056|$8.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$145,222|—|$145,222|

| GLOBAL RETIREMENT PARTNERS LLC|CONSULTANT/INVST ADVISOR|$51,900|—|$51,900|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$42,926|—|$42,926|

| BAKER TILLY US LLP|ACCOUNTANT/AUDITOR|$6,300|—|$6,300|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $246,348

- **Estimated Expense Ratio:** 0.190% 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|$256,558|$31,065|—|$6,300|—|

| 2023|$346,508|—|—|—|—|

| 2022|$428,589|$303,042|$111,505|—|$13,704|

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