# Elm Street Technology LLC 401(k) Plan
Source: https://planprovider.pro/companies/elm-street-technology-llc-401k-plan

> Elm Street Technology LLC&#39;s 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elm Street Technology LLC

- **Sponsor EIN:** 811345214

- **Sponsor Address:** 5473 BLAIR RD STE 100 PMB 313671, DALLAS, TX, 752314227

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

- **Total Participants:** 90

- **Total Assets:** $6.8M

## 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|90|$6.8M|$141,316|$386,739|

| 2023|106|$6.7M|$429,059|$1.1M|

| 2022|274|$7.5M|$365,036|$1.2M|

## 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|

| WELLS FARGO ADVISORS|ADVISOR|$16,522|—|$16,522|

| PAYCHEX, INC.|RECORDKEEPER|$16,044|—|$16,044|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$5,455|—|$5,455|

| POOLER CPA GROUP LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [POOLER CPA GROUP LLC](https://planprovider.pro/provider/pooler-cpa-group-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,021

- **Estimated Expense Ratio:** 0.563% 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|$40,058|$17,834|$21,364|—|—|

| 2023|$46,492|$15,328|$30,304|—|—|

| 2022|$39,445|—|$39,445|—|—|

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