# Credit.Com Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/credit-com-holdings-llc-401k-plan

> Credit.Com Holdings, LLC's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Credit.Com Holdings, LLC

- **Sponsor EIN:** 933528063

- **Sponsor Address:** 257 EAST 200 SOUTH,, SALT LAKE CITY, UT, 84111

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

- **Total Participants:** 179

- **Total Assets:** $28.4M

## 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|179|$28.4M|$779,854|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$58,941|—|$58,941|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$25,000|—|$25,000|

| TRAVELLER AND COMPANY, LLC|Auditor|—|—|$0|

### 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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [TRAVELLER AND COMPANY, LLC](https://planprovider.pro/provider/traveller-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,941

- **Estimated Expense Ratio:** 0.296% 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|$83,941|$25,000|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/credit-com-holdings-llc-401k-plan)

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