# Indie LLC 401(k) Plan
Source: https://planprovider.pro/companies/indie-llc-401k-plan-001-2684

> Indie LLC&#39;s 401(k) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Indie LLC

- **Sponsor EIN:** 384052684

- **Sponsor Address:** 32 JOURNEY STE 100, ALISO VIEJO, CA, 926565329

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

- **Total Participants:** 193

- **Total Assets:** $24.5M

## 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|193|$24.5M|$1.1M|$3.4M|

| 2023|211|$19.4M|$1.1M|$2.7M|

| 2022|163|$8.8M|$856,901|$2.1M|

## 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|

| EDWARD JONES|INVESTMENT ADVISORY|$66,602|—|$66,602|

| PAYCHEX, INC.|RECORDKEEPER|$20,803|—|$20,803|

| PENSION ASSURANCE LLP|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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $87,405

- **Estimated Expense Ratio:** 0.356% 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|$92,406|$70,858|$20,688|—|—|

| 2023|$65,518|$52,344|$12,301|—|—|

| 2022|$36,832|$28,919|$7,913|—|—|

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