# Certain Affinity, INC. 401(k) Plan
Source: https://planprovider.pro/companies/certain-affinity-inc-401k-plan

> Certain Affinity, INC.'s 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Certain Affinity, INC.

- **Sponsor EIN:** 352612895

- **Sponsor Address:** 7620 GUADALUPE ST., AUSTIN, TX, 78752

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

- **Total Participants:** 143

- **Total Assets:** $21.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|143|$21.2M|$112,910|$1.5M|

| 2023|179|$18.4M|$470,047|$1.7M|

| 2022|181|$15.1M|$435,736|$1.7M|

## 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|

| REGIONS BANK|ADVISOR|$27,000|—|$27,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$18,574|—|$18,574|

| BAUER & COMPANY|ACCOUNTANT/AUDITOR|$9,900|—|$9,900|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,474

- **Estimated Expense Ratio:** 0.261% 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|$55,474|$12,000|—|$9,900|—|

| 2023|$38,767|$37,579|—|—|—|

| 2022|$51,178|—|—|—|—|

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