Plan Snapshot
- Plan Sponsor: Projectxyz, INC.
- Sponsor EIN: 204092706
- Sponsor Address: 1500 PERIMETER PARKWAY, SUITE 426, HUNTSVILLE, AL, 35806
- Plan Type: 401(k)
- Total Participants: 378
- Total Assets: $9.7M
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 | 378 | $9.7M | $631,718 | $1.3M |
| 2023 | 344 | $9.2M | $530,722 | $1.0M |
| 2022 | 303 | $8.2M | $488,566 | $886,223 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT | ADVISOR | — | $38,720 | $38,720 |
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL INVESTMENT — ADVISOR
- FRAZIER & DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,720
- Estimated Expense Ratio: 0.398% 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 | $3,831 | — | — | — | — |
| 2023 | $3,681 | — | — | — | — |
| 2022 | $2,694 | — | — | — | — |