Plan Snapshot
- Plan Sponsor: Pluto Acquisition Opco LLC
- Sponsor EIN: 352649107
- Sponsor Address: 7720 N 16TH ST STE 450, PHOENIX, AZ, 850207400
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $5.7M
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 | 401 | $5.7M | $532,601 | $970,672 |
| 2023 | 478 | $4.6M | $550,018 | $994,155 |
| 2022 | 479 | $2.3M | $446,780 | $800,472 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $36,177 | $12,722 | $22,595 | — | — |
| 2023 | $20,172 | $7,866 | $11,446 | — | — |
| 2022 | $11,906 | $3,768 | $8,138 | — | — |