# P5 Strategies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/p5-strategies-llc-plan-001

> P5 Strategies, LLC's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** P5 Strategies, LLC

- **Sponsor EIN:** 844249008

- **Sponsor Address:** 3001 WASHINGTON BLVD., 7TH FLOOR, ARLINGTON, VA, 22201

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

- **Total Participants:** 137

- **Total Assets:** $18.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|137|$18.9M|$1.3M|$1.4M|

| 2023|142|$14.3M|$1.2M|$1.2M|

| 2022|106|$9.9M|$959,033|$1.0M|

## 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|

| ALLIANCE BERNSTEIN LP|INVESTMENT ADVISOR|$46,292|—|$46,292|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$14,898|—|$14,898|

| APRIO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [APRIO, LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,190

- **Estimated Expense Ratio:** 0.323% 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|$58,780|—|$850|—|—|

| 2023|$42,592|$33,740|$8,852|—|—|

| 2022|$20,332|—|$20,332|—|—|

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