# It Works Marketing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/it-works-marketing-inc-401k-plan

> It Works Marketing, INC.'s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** It Works Marketing, INC.

- **Sponsor EIN:** 383593692

- **Sponsor Address:** 908 RIVERSIDE DRIVE, PALMETTO, FL, 34221

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

- **Total Participants:** 111

- **Total Assets:** $11.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|111|$11.4M|$0|$886,347|

| 2023|138|$11.4M|$0|$924,038|

| 2022|135|$9.9M|$0|$920,626|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$29,600|—|$29,600|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$20,879|—|$20,879|

| JOSEPH LINCK DBA LINCK LAW PLC|CONTRACT ADMIN|$5,700|$5,000|$10,700|

| HALLOWELL 401(K) ASSURANCE, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [HALLOWELL 401(K) ASSURANCE, LLC](https://planprovider.pro/provider/hallowell-401k-assurance-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,179

- **Estimated Expense Ratio:** 0.536% 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|$56,509|$29,600|$5,700|—|—|

| 2023|$55,220|$26,047|$5,200|—|—|

| 2022|$52,156|$52,156|—|—|—|

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