# Your Part-Time Controller, LLC DC Plan
Source: https://planprovider.pro/companies/your-part-time-controller-llc-plan

> Your Part-Time Controller, LLC's DC plan: 736 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Your Part-Time Controller, LLC

- **Sponsor EIN:** 223631980

- **Sponsor Address:** 1600 MARKET STREET, SUITE 3425, PHILADELPHIA, PA, 19103

- **Plan Type:** DC

- **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|

| LPL FINANCIAL|INVESTMENT ADVISOR|$63,484|—|$63,484|

| EMPOWER ANNUITY INSURANCE OF AMERIC|RECORDKEEPER|$33,903|—|$33,903|

| ATR, INC.|CONTRACT ADMIN|$29,465|—|$29,465|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$23,491|—|$23,491|

| LEAR & PANNEPACKER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL](https://planprovider.pro/provider/equitable) — INVESTMENT ADVISOR

- [LEAR & PANNEPACKER, LLP](https://planprovider.pro/provider/lear-and-pannepacker-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $150,343

- **Estimated Expense Ratio:** 0.281% 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|$148,443|$86,974|—|—|—|

| 2023|$92,621|$60,547|—|—|—|

| 2022|$76,112|$43,880|—|—|$32,232|

## Similar Plans

- [Construction & Healthcare Consultants, LP](https://planprovider.pro/companies/construction-healthcare-consultants-lp-401k-plan) — 735 participants

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