# Project Affinity, INC. 401(k) Plan
Source: https://planprovider.pro/companies/project-affinity-inc-401k-plan

> Project Affinity, INC.'s 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Bitwarden INC.](https://planprovider.pro/companies/bitwarden-inc-401k-plan) — 152 participants

- [Cognitive Medical Systems, INC.](https://planprovider.pro/companies/cognitive-medical-systems-inc-plan) — 150 participants

- [Jade Global INC.](https://planprovider.pro/companies/jade-global-inc-401k-plan) — 152 participants

- [Nuna, INC.](https://planprovider.pro/companies/nuna-inc-401k-plan) — 155 participants

- [3pl Central, LLC](https://planprovider.pro/companies/3pl-central-llc-401k-plan) — 144 participants

- [Pubrec, LLC](https://planprovider.pro/companies/pubrec-llc-401k-plan) — 143 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/project-affinity-inc-401k-plan)

© 2026 PlanProvider.Pro