Plan Snapshot
- Plan Sponsor: Project Affinity, INC.
- Sponsor EIN: 472315002
- Sponsor Address: 182 HOWARD STREET, PMB SUITE 3, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 151 | $10.7M | $633,405 | $2.1M |
| 2023 | 155 | $7.7M | $620,780 | $2.1M |
| 2022 | 154 | $4.8M | $536,410 | $1.9M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $25,723 | — | $25,723 |
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MGMT | $6,175 | — | $6,175 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,898
- Estimated Expense Ratio: 0.298% 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 | $31,898 | $31,898 | — | — | — |
| 2023 | $21,121 | $21,121 | — | — | — |
| 2022 | $11,649 | $11,649 | — | — | — |