# Presencelearning, INC. 401(k) Plan
Source: https://planprovider.pro/companies/presencelearning-inc-401k-plan

> Presencelearning, INC.'s 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Presencelearning, INC.

- **Sponsor EIN:** 274478654

- **Sponsor Address:** 530 7TH AVENUE, NEW YORK, NY, 10018

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

- **Total Participants:** 169

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|169|$9.6M|$288,555|$1.5M|

| 2023|186|$7.7M|$381,096|$1.3M|

| 2022|199|$5.4M|$355,650|$1.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$8,795|—|$8,795|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,707|—|$7,707|

| FRANK, RIMERMAN CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FRANK, RIMERMAN CO. LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,502

- **Estimated Expense Ratio:** 0.171% 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|$16,502|$7,707|—|—|—|

| 2023|$8,714|$5,967|—|—|—|

| 2022|$8,467|$4,268|—|—|—|

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