# Workplace Options, LLC DC Plan
Source: https://planprovider.pro/companies/workplace-options-llc-plan

> Workplace Options, LLC's DC plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Workplace Options, LLC

- **Sponsor EIN:** 202699271

- **Sponsor Address:** 2912 HIGHWOODS BOULEVARD, RALEIGH, NC, 27604

- **Plan Type:** DC

- **Total Participants:** 100

- **Total Assets:** $997,550

## 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|100|$997,550|$202,775|$0|

| 2023|106|$818,518|$247,407|$0|

| 2022|157|$554,775|$227,991|$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|

| ASCENSUS LLC|NONE|$8,919|—|$8,919|

| CHERRY BEKAERT ADVISORY, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,919

- **Estimated Expense Ratio:** 0.894% 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|$10,211|$1,293|$8,918|—|—|

| 2023|$3,150|$915|$2,235|—|—|

| 2022|—|—|—|—|—|

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