Plan Snapshot
- Plan Sponsor: Advanced Turf Solutions, INC
- Sponsor EIN: 352152001
- Sponsor Address: 12955 FORD DRIVE, FISHERS, IN, 46038
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $29.8M
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 | 354 | $29.8M | $747,840 | $2.3M |
| 2023 | 350 | $25.5M | $701,997 | $2.1M |
| 2022 | 330 | $19.0M | $613,950 | $1.8M |
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 |
|---|---|---|---|---|
| SHEPHERD FINANCIAL INV ADVISORY LLC | INVESTMENT ADVISORY - PL | $54,206 | — | $54,206 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $45,558 | — | $45,558 |
| SHEPHERD PLAN PARTNERS, LLC | RECORDKEEPER | $7,525 | — | $7,525 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHEPHERD FINANCIAL INV ADVISORY LLC — INVESTMENT ADVISORY - PL
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,289
- Estimated Expense Ratio: 0.360% 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 | $162,359 | — | $7,525 | — | — |
| 2023 | $145,882 | — | $8,637 | — | — |
| 2022 | $77,788 | — | $5,925 | — | $29,651 |