# Automated Financial Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/automated-financial-systems-inc-401k-plan

> Automated Financial Systems, INC.'s 401(k) plan: 285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Automated Financial Systems, INC.

- **Sponsor EIN:** 231724335

- **Sponsor Address:** 123 SUMMIT DRIVE, EXTON, PA, 19341

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

- **Total Participants:** 285

- **Total Assets:** $85.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|285|$85.1M|$898,584|$3.5M|

| 2023|295|$76.8M|$856,614|$3.7M|

| 2022|317|$70.7M|$910,962|$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|

| INTEGRATED WEALTH CONCEPTS LLC|ADVISOR|$65,099|—|$65,099|

| RKL LLP|ACCOUNTANT/AUDITOR|$16,400|—|$16,400|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,651|—|$6,651|

### Verified Provider Profiles

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

- [RKL LLP](https://planprovider.pro/provider/rkl-llp) — ACCOUNTANT/AUDITOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $88,150

- **Estimated Expense Ratio:** 0.104% 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|$88,150|$65,099|—|$16,400|—|

| 2023|$82,017|$61,416|—|$14,363|—|

| 2022|$122,644|—|—|—|—|

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