# Day One Perspective, LLC Dba Day One Agency 401(k) Plan
Source: https://planprovider.pro/companies/day-one-perspective-llc-dba-day-one-agency-plan

> Day One Perspective, LLC Dba Day One Agency's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Day One Perspective, LLC Dba Day One Agency

- **Sponsor EIN:** 461631561

- **Sponsor Address:** 307 7TH AVE., FL. 21, NEW YORK, NY, 100016007

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

- **Total Participants:** 172

- **Total Assets:** $11.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|172|$11.9M|$555,869|$1.4M|

| 2023|169|$8.8M|$828,450|$1.3M|

| 2022|166|$5.9M|$820,099|$1.1M|

## 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|

| CPI QUALIFIED PLAN CONSULTANTS, INC|RECORDKEEPER|$14,815|—|$14,815|

| LILLING & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CPI QUALIFIED PLAN CONSULTANTS, INC](https://planprovider.pro/provider/trustage) — RECORDKEEPER

- [LILLING & COMPANY LLP](https://planprovider.pro/provider/lilling-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,815

- **Estimated Expense Ratio:** 0.124% 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|$16,915|—|$2,100|—|—|

| 2023|$12,739|—|$2,025|—|—|

| 2022|$17,947|—|$17,947|—|—|

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