# Closup I, INC. 401(k) Plan
Source: https://planprovider.pro/companies/closup-i-inc-401k-plan

> Closup I, INC.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Closup I, INC.

- **Sponsor EIN:** 521481032

- **Sponsor Address:** 5800 GENESIS LANE, FREDERICK, MD, 21703

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

- **Total Participants:** 107

- **Total Assets:** $4.7M

## 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|107|$4.7M|$242|$192,447|

| 2023|109|$4.1M|$0|$168,668|

| 2022|105|$3.7M|$0|$118,664|

## 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|

| LSWG, P.A.|Auditor|$12,500|—|$12,500|

### Verified Provider Profiles

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

- [LSWG, P.A.](https://planprovider.pro/provider/lswg-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,500

- **Estimated Expense Ratio:** 0.269% 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|$32,892|$6,548|—|$12,500|—|

| 2023|$61,014|$5,677|—|—|—|

| 2022|$29,689|—|$29,689|—|—|

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