Plan Snapshot
- Plan Sponsor: Advanced Solutions International, INC.
- Sponsor EIN: 742613824
- Sponsor Address: 9600 GREAT HILLS TRAIL, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $39.7M
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 | 184 | $39.7M | $478,907 | $1.8M |
| 2023 | 181 | $34.8M | $449,664 | $1.7M |
| 2022 | 168 | $29.7M | $352,502 | $1.4M |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | NONE | $115,518 | — | $115,518 |
| CALHOUN, THOMSON AND MATZA, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,518
- Estimated Expense Ratio: 0.291% 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 | $115,518 | — | — | — | — |
| 2023 | $42,175 | — | — | — | — |
| 2022 | $140,408 | — | — | — | — |