# Team Direct Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/team-direct-management-llc-401k-plan

> Team Direct Management LLC&#39;s 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Team Direct Management LLC

- **Sponsor EIN:** 202517424

- **Sponsor Address:** 5509 W PINNACLE POINTE DR STE 100, ROGERS, AR, 727588172

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

- **Total Participants:** 190

- **Total Assets:** $25.0M

## 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|190|$25.0M|$1.1M|$2.0M|

| 2023|135|$9.6M|$596,434|$1.1M|

| 2022|101|$6.5M|$462,832|$908,195|

| 2019|55|$4.5M|$181,906|$402,735|

## 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|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## 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|$117,827|—|$117,827|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

| 2019|—|—|—|—|—|

## Similar Plans

- [The Harvest Group, LLC.](https://planprovider.pro/companies/the-harvest-group-llc-401k-plan) — 325 participants

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