# Purchasing Power LLC 401(k) Plan
Source: https://planprovider.pro/companies/purchasing-power-llc-401k-plan

> Purchasing Power LLC's 401(k) plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Purchasing Power LLC

- **Sponsor EIN:** 900193342

- **Sponsor Address:** 2727 PACES FERRY ROAD SE, ATLANTA, GA, 30339

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

- **Total Participants:** 264

- **Total Assets:** $25.7M

## 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|264|$25.7M|$1.4M|$2.6M|

| 2023|244|$20.8M|$774,414|$2.4M|

| 2022|239|$16.3M|$681,481|$2.1M|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS|RECORDKEEPER|$28,136|—|$28,136|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY|$23,416|—|$23,416|

| ERISA CPA|AUDIT|$7,000|—|$7,000|

| LEGACY RETIREMENT SOLUTIONS, LLC|RECORDKEEPER|$6,599|—|$6,599|

| WINDHAM BRANNON|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [ERISA CPA](https://planprovider.pro/provider/merrill-lynch) — AUDIT

- [WINDHAM BRANNON](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,151

- **Estimated Expense Ratio:** 0.254% 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|$99,637|—|$99,637|—|—|

| 2023|$103,551|—|$103,551|—|—|

| 2022|$103,814|—|$103,814|—|—|

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