Plan Snapshot
- Plan Sponsor: Inceptra LLC
- Sponsor EIN: 273513419
- Sponsor Address: 1900 N. COMMERCE PKWY, WESTON, FL, 333263236
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $4.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $4.7M | $513,584 | $837,914 |
| 2023 | 125 | $16.1M | $250,676 | $1.1M |
| 2022 | 110 | $13.0M | $236,243 | $934,142 |
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 |
|---|---|---|---|---|
| DSR CPA AND CONSULTANTS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DSR CPA AND CONSULTANTS LLC — 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 | $55,555 | $27,473 | $20,710 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |