Plan Snapshot
- Plan Sponsor: Careerxchange, INC.
- Sponsor EIN: 650086930
- Sponsor Address: 10689 NORTH KENDALL DRIVE, MIAMI, FL, 33176
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $1.7M
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 | 170 | $1.7M | $75,095 | $162,763 |
| 2023 | 40 | $2.1M | $69,215 | $141,719 |
| 2022 | 145 | $3.0M | $79,315 | $178,568 |
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 |
|---|---|---|---|---|
| BAS PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS, LLC — 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 | $825,496 | — | $9,086 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $14,263 | $14,263 | — | — | — |