# Inceptra LLC DC Plan
Source: https://planprovider.pro/companies/inceptra-llc-plan

> Inceptra LLC's DC plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inceptra LLC

- **Sponsor EIN:** 273513419

- **Sponsor Address:** 1900 N. COMMERCE PKWY, WESTON, FL, 333263236

- **Plan Type:** DC

- **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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$25,528|—|$25,528|

| PNC INSTITUTIONAL ASSET MANAGEMENT|ADVISOR|$19,679|—|$19,679|

| NFP|ADVISOR|$7,794|—|$7,794|

| 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](https://planprovider.pro/provider/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:** $53,001

- **Estimated Expense Ratio:** 1.128% 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|$55,555|$27,473|$20,710|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Document Storage Systems, INC.](https://planprovider.pro/companies/document-storage-systems-inc-401k-plan) — 705 participants

- [Modernizing Medicine, INC.](https://planprovider.pro/companies/modernizing-medicine-inc-401k-plan) — 1,615 participants

- [Kaseya Us, LLC](https://planprovider.pro/companies/kaseya-us-llc-401k-plan) — 2,342 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/inceptra-llc-plan)

© 2026 PlanProvider.Pro