Plan Snapshot
- Plan Sponsor: Outlier, LLC
- Sponsor EIN: 824000840
- Sponsor Address: 668 N 44TH ST, PHOENIX, AZ, 85008
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $6.3M
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. |
|---|---|---|---|---|
| 2024 | 352 | $6.3M | $0 | $1.3M |
| 2023 | 325 | $4.6M | $0 | $1.1M |
| 2022 | 243 | $2.9M | $0 | $858,812 |
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 |
|---|---|---|---|---|
| PFG ADVISORS, LLC | INVESTMENT/FINANCIAL ADVI | $22,455 | — | $22,455 |
| ADP, INC. | RECORD KEEPER | $7,785 | — | $7,785 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PFG ADVISORS, LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,240
- Estimated Expense Ratio: 0.483% 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 | $30,241 | $22,455 | — | — | — |
| 2023 | $21,766 | $17,732 | — | — | — |
| 2022 | $16,967 | — | — | — | — |