Plan Snapshot
- Plan Sponsor: Accuserve Solutions, INC.
- Sponsor EIN: 853173535
- Sponsor Address: 14 EAST MAIN STREET, 4TH FLOOR, SPRINGFIELD, OH, 45502
- Plan Type: 401(k)
- Total Participants: 500
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 500 | $7.2M | $462,090 | $1.4M |
| 2023 | 383 | $5.8M | $405,437 | $1.0M |
| 2022 | 409 | $3.0M | $54,868 | $144,107 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $36,147 | — | $36,147 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | $19,294 | — | $19,294 |
| RELATION WEALTH MANAGEMENT INC | Investment Advisor | $6,890 | — | $6,890 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- KESTRA INVESTMENT SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,331
- Estimated Expense Ratio: 0.863% 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 | $63,626 | $27,479 | — | — | — |
| 2023 | $43,303 | $17,461 | — | — | — |
| 2022 | $150 | — | — | — | — |