# Pricetrace LLC 401(k) Plan
Source: https://planprovider.pro/companies/pricetrace-llc-plan-001

> Pricetrace LLC's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pricetrace LLC

- **Sponsor EIN:** 264669947

- **Sponsor Address:** 740 E. CAMPBELL RD., RICHARDSON, TX, 75081

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

- **Total Participants:** 88

- **Total Assets:** $5.0M

## 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|88|$5.0M|$288,199|$670,156|

| 2023|108|$3.9M|$313,248|$681,488|

| 2022|111|$2.7M|$316,650|$645,746|

## 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|

| CHIN PO AVANTAX ADVISORY SERVICES|FIDUCIARY ADVISOR|$21,985|—|$21,985|

| FAST 401K INC DBA EPLAN SERVICES IN|PENSION CONSULTANT|$13,969|—|$13,969|

| THE AMERICAN AUDITORS GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE AMERICAN AUDITORS GROUP, LLC](https://planprovider.pro/provider/the-american-auditors-group-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,954

- **Estimated Expense Ratio:** 0.722% 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|$38,153|$24,184|$2,225|—|—|

| 2023|$31,380|$26,929|$4,451|—|—|

| 2022|$21,234|$19,834|$1,400|—|—|

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