Plan Snapshot
- Plan Sponsor: Contactability-Com LLC
- Sponsor EIN: 800811833
- Sponsor Address: 4041 MACARTHUR BLVD, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $3.4M
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 | 221 | $3.4M | $106,511 | $794,088 |
| 2023 | 199 | $2.5M | $126,253 | $640,919 |
| 2022 | 186 | $1.6M | $107,021 | $546,105 |
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 |
|---|---|---|---|---|
| WHALEN CPA'S | Auditor | — | — | $0 |
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 | $1,403 | — | $543 | — | — |
| 2023 | $10,838 | — | $10,838 | — | — |
| 2022 | $1,020 | — | $1,020 | — | — |