# Asure Operations LLC 401(k) Plan
Source: https://planprovider.pro/companies/asure-operations-llc-401k-plan

> Asure Operations LLC&#39;s 401(k) plan: 629 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Asure Operations LLC

- **Sponsor EIN:** 881525884

- **Sponsor Address:** 405 COLORADO STREET, AUSTIN, TX, 78701

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

- **Total Participants:** 629

- **Total Assets:** $42.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|629|$42.0M|$2.0M|$4.2M|

| 2023|560|$33.3M|$3.1M|$3.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$93,201|—|$93,201|

| GALLAGHER FIDUCIARY ADVISORS LLC|ADVISOR|$41,903|—|$41,903|

| STRATEGIC ADVISORS, INC.|ADVISOR|$14,156|—|$14,156|

| HARPER AND PEARSON COMPANY, P.C.|Auditor|—|—|$0|

### 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

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [HARPER AND PEARSON COMPANY, P.C.](https://planprovider.pro/provider/harper-and-pearson-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,260

- **Estimated Expense Ratio:** 0.356% 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|$149,260|$56,059|—|—|—|

| 2023|$127,441|$41,176|—|$6,411|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/asure-operations-llc-401k-plan)

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