Plan Snapshot
- Plan Sponsor: Fathom Seo, LLC
- Sponsor EIN: 352257489
- Sponsor Address: 2020 CENTER ST, CLEVELAND, OH, 441132302
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 1 | $7.6M | $100,272 | $448,488 |
| 2023 | 53 | $7.8M | $142,514 | $661,403 |
| 2022 | 79 | $6.4M | $227,059 | $876,894 |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES, INC. — 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 |
|---|---|---|---|---|---|
| 2025 | $10,706 | — | $10,706 | — | — |
| 2024 | $58,800 | — | $58,800 | — | — |
| 2023 | $51,302 | — | $51,302 | — | — |
| 2022 | $43,601 | — | $43,601 | — | — |