Plan Snapshot
- Plan Sponsor: Exacta Land Surveyors, LLC
- Sponsor EIN: 833240294
- Sponsor Address: 1500 W THIRD STREET SUITE 130, CLEVELAND, OH, 44113
- Plan Type: 401(k)
- Total Participants: 381
- Total Assets: $6.4M
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 | 381 | $6.4M | $339,066 | $1.1M |
| 2023 | 385 | $4.9M | $261,336 | $938,868 |
| 2022 | 385 | $3.3M | $147,196 | $692,786 |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $10,354 | — | $10,354 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $8,589 | — | $8,589 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $7,000 | — | $7,000 |
| D'AMICO WAWRIN & COMPANY CPAS, | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- D'AMICO WAWRIN & COMPANY CPAS, — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,943
- Estimated Expense Ratio: 0.403% 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 | $26,651 | $7,708 | — | — | — |
| 2023 | $12,361 | $586 | — | — | — |
| 2022 | $4,220 | — | — | — | $4,220 |