# Donorconnect 401(k) Plan
Source: https://planprovider.pro/companies/donorconnect-401k-plan

> Donorconnect's 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Donorconnect

- **Sponsor EIN:** 870447660

- **Sponsor Address:** 6065 S FASHION BLVD., MURRAY, UT, 84107

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

- **Total Participants:** 194

- **Total Assets:** $15.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|194|$15.0M|$838,067|$887,196|

| 2023|156|$12.3M|$599,183|$655,310|

| 2022|139|$12.0M|$506,062|$558,331|

## 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|

| METZ CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [METZ CPA, LLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## 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|$65,676|$27,342|$38,334|—|—|

| 2023|$64,667|$26,671|$37,996|—|—|

| 2022|$64,531|—|$64,531|—|—|

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