# Uricchio, Howe & Krell, P.A. DC Plan
Source: https://planprovider.pro/companies/uricchio-howe-krell-p-a-570681886-002

> Uricchio, Howe & Krell, P.A.'s DC plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uricchio, Howe & Krell, P.A.

- **Sponsor EIN:** 570681886

- **Sponsor Address:** 17 1/2 BROAD STREET, CHARLESTON, SC, 29401

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 21

- **Total Assets:** $21.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|21|$21.2M|$482,208|$0|

| 2023|15|$19.8M|$452,251|$0|

| 2022|15|$16.5M|$421,257|$0|

## 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|

| PRINCIPAL LIFE INSURANCE CO|Other Service Provider|$60,796|—|$60,796|

| RAYMOND JAMES & ASSOCIATES, INC.|Investment Advisor|—|$50,211|$50,211|

| ERISA SERVICES, INC.|Investment Advisor|$629|$5,587|$6,216|

### Verified Provider Profiles

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

- [RAYMOND JAMES & ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — Investment Advisor

- [ERISA SERVICES, INC.](https://planprovider.pro/provider/commonwealth-financial-network) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,223

- **Estimated Expense Ratio:** 0.554% 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|$414,928|—|—|—|—|

| 2023|$446,352|—|—|—|—|

| 2022|$460,513|—|—|—|—|

## Similar Plans

- [Nelson Mullins Riley & Scarborough LLP](https://planprovider.pro/companies/nelson-mullins-riley-scarborough-llp-570215445-509) — 2,382 participants

- [Ogletree, Deakins, Nash, Smoak & Stewart](https://planprovider.pro/companies/ogletree-deakins-nash-smoak-stewart-401k-plan-003) — 2,351 participants

- [Ogletree Deakins Nash Smoak & Stewart](https://planprovider.pro/companies/ogletree-deakins-nash-smoak-stewart-plan) — 2,325 participants

- [Ogletree, Deakins, Nash, Smoak & Stewart, P.C.](https://planprovider.pro/companies/ogletree-deakins-nash-smoak-stewart-p-c-571044820-501) — 2,277 participants

- [Nelson Mullins Riley & Scarborough LLP](https://planprovider.pro/companies/nelson-mullins-riley-scarborough-llp-plan-002) — 1,831 participants

- [Mcangus Goudelock & Courie, LLC](https://planprovider.pro/companies/mcangus-goudelock-courie-llc-401k-plan) — 764 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/uricchio-howe-krell-p-a-570681886-002)

© 2026 PlanProvider.Pro