# Recordxtechnolgies Dba Ontellus 401(k) Plan
Source: https://planprovider.pro/companies/recordxtechnolgies-dba-ontellus-401k-plan

> Recordxtechnolgies Dba Ontellus's 401(k) plan: 528 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Recordxtechnolgies Dba Ontellus

- **Sponsor EIN:** 472853876

- **Sponsor Address:** 910 LOUISIANA ST, HOUSTON, TX, 77002

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

- **Total Participants:** 528

- **Total Assets:** $17.5M

## 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|528|$17.5M|$886,828|$1.8M|

| 2023|568|$15.4M|$903,830|$1.7M|

| 2022|602|$12.1M|$920,648|$1.7M|

## 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|

| HOFFMAN, SHORT, RUBIN, DEWINTER, SA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$55,461|$45,123|—|—|—|

| 2023|$49,308|$36,929|—|—|—|

| 2022|$44,234|$3,418|—|—|—|

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