# T2 Financial LLC 401(k) Plan
Source: https://planprovider.pro/companies/t2-financial-llc-401k-plan

> T2 Financial LLC's 401(k) plan: 830 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** T2 Financial LLC

- **Sponsor EIN:** 823060879

- **Sponsor Address:** 579 EXECUTIVE CAMPUS DR STE 300, WESTERVILLE, OH, 430829801

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

- **Total Participants:** 830

- **Total Assets:** $15.7M

## 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|830|$15.7M|$68,204|$2.7M|

| 2023|719|$11.5M|$788,682|$2.2M|

| 2022|570|$8.0M|$985,516|$2.7M|

## 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|

| EVERHART ADVISORS|ADVISOR|$26,616|—|$26,616|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$12,900|—|$12,900|

| PAYCHEX, INC.|RECORDKEEPER|$10,384|—|$10,384|

| RICHEY, MAY & CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EVERHART ADVISORS](https://planprovider.pro/provider/everhart-advisors) — ADVISOR

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [RICHEY, MAY & CO LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,900

- **Estimated Expense Ratio:** 0.318% 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|$41,759|$26,616|$14,283|—|—|

| 2023|$48,182|$20,800|$26,522|—|—|

| 2022|$48,825|$17,576|$31,249|—|—|

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