# System1 Opco, LLC 401(k) Plan
Source: https://planprovider.pro/companies/system1-llc-plan

> System1 Opco, LLC's 401(k) plan: 256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** System1 Opco, LLC

- **Sponsor EIN:** 822387353

- **Sponsor Address:** 4235 REDWOOD AVE, MARINA DEL REY, CA, 90066

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

- **Total Participants:** 256

- **Total Assets:** $41.6M

## 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|256|$41.6M|$2.6M|$3.7M|

| 2023|256|$31.5M|$1.8M|$3.7M|

| 2022|325|$25.1M|$1.7M|$3.4M|

## 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|

| OAKWOOD CAPITAL SECURITIES, INC|BROKER/ADVISER|—|$71,600|$71,600|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$24,079|—|$24,079|

| TRUOG-RYDING COMPANY, INC.|CONTRACT ADMIN|$21,690|—|$21,690|

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

### Verified Provider Profiles

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

- [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:** $117,369

- **Estimated Expense Ratio:** 0.282% 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|$30,212|$22,992|$7,220|—|—|

| 2023|$22,959|$19,768|$3,191|—|—|

| 2022|$16,172|$14,252|$1,920|—|—|

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