# Outlier, LLC 401(k) Plan
Source: https://planprovider.pro/companies/outlier-llc-401k-plan

> Outlier, LLC's 401(k) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pfg-advisors) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [METZ CPA, PLLC](https://planprovider.pro/provider/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|—|—|—|—|

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