# Teamworks Innovations, INC. 401(k) Plan
Source: https://planprovider.pro/companies/teamworks-innovations-inc-401k-plan

> Teamworks Innovations, INC.'s 401(k) plan: 368 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Teamworks Innovations, INC.

- **Sponsor EIN:** 812787532

- **Sponsor Address:** 122 EAST PARRISH STREET, DURHAM, NC, 27701

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

- **Total Participants:** 368

- **Total Assets:** $15.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|368|$15.8M|$656,491|$2.6M|

| 2023|234|$9.2M|$557,197|$1.8M|

| 2022|149|$6.0M|$271,692|$1.2M|

## 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|

| PBMARES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — 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|$67,288|$57,722|$9,566|—|—|

| 2023|$76,155|$69,446|$6,709|—|—|

| 2022|$55,782|—|$48,944|—|$6,838|

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