# Square One Concepts, INC. 401(k) Plan
Source: https://planprovider.pro/companies/square-one-concepts-inc-401k-plan

> Square One Concepts, INC.'s 401(k) plan: 550 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Square One Concepts, INC.

- **Sponsor EIN:** 274539075

- **Sponsor Address:** 7600 E. CAMELBACK ROAD, SUITE 1, SCOTTSDALE, AZ, 85251

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

- **Total Participants:** 550

- **Total Assets:** $1.8M

## 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|550|$1.8M|$128,835|$810,394|

| 2023|418|$867,130|$105,823|$655,462|

## 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|

| PFG ADVISORS, LLC|RIA|$10,429|—|$10,429|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$7,022|—|$7,022|

| KIMBERLIN COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PFG ADVISORS, LLC](https://planprovider.pro/provider/pfg-advisors) — RIA

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,451

- **Estimated Expense Ratio:** 0.987% 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|$35,953|$10,429|$13,927|—|—|

| 2023|$8,417|—|—|—|—|

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

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