Plan Snapshot
- Plan Sponsor: Your Part-Time Controller, LLC
- Sponsor EIN: 223631980
- Sponsor Address: 1600 MARKET STREET, SUITE 3425, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 736
- Total Assets: $53.5M
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 | 736 | $53.5M | $1.9M | $6.6M |
| 2023 | 611 | $39.3M | $1.6M | $5.6M |
| 2022 | 479 | $25.4M | $1.1M | $4.0M |
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 |
|---|---|---|---|---|
| LEAR & PANNEPACKER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEAR & PANNEPACKER, 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 | $148,443 | $86,974 | — | — | — |
| 2023 | $92,621 | $60,547 | — | — | — |
| 2022 | $76,112 | $43,880 | — | — | $32,232 |