Plan Snapshot
- Plan Sponsor: Precision Strategies, LLC
- Sponsor EIN: 462668034
- Sponsor Address: 1275 PENNSYLVANIA AVENUE, NW, WASHINGTON, DC, 20004
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 109 | $10.5M | $453,642 | $966,088 |
| 2023 | 100 | $8.2M | $629,358 | $1.0M |
| 2022 | 115 | $5.9M | $545,984 | $840,426 |
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 |
|---|---|---|---|---|
| LILLING & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY LLP — 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 | $13,602 | — | — | — | — |
| 2023 | $12,753 | — | $2,940 | — | — |
| 2022 | $9,855 | — | $7,785 | — | $2,070 |