# Start Early DC Plan
Source: https://planprovider.pro/companies/start-early-plan-002

> Start Early's DC plan: 439 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Start Early

- **Sponsor EIN:** 363186328

- **Sponsor Address:** 33 W. MONROE, CHICAGO, IL, 60603

- **Plan Type:** DC

- **Total Participants:** 439

- **Total Assets:** $41.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|439|$41.6M|$2.7M|$3.3M|

| 2023|403|$32.6M|$2.4M|$2.9M|

| 2022|375|$26.1M|$876,149|$2.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$61,673|—|$61,673|

| ROCATON INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$45,000|—|$45,000|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $106,673

- **Estimated Expense Ratio:** 0.256% 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|$106,673|$45,000|—|—|—|

| 2023|$73,629|$45,000|—|—|—|

| 2022|$58,203|—|—|—|—|

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