Plan Snapshot
- Plan Sponsor: Affiliated Consumer Services, INC.
- Sponsor EIN: 391613130
- Sponsor Address: 221 W BELTLINE HWY, MADISON, WI, 537132671
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $4.3M
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 | 187 | $4.3M | $318,248 | $603,385 |
| 2023 | 154 | $2.4M | $226,707 | $464,621 |
| 2022 | 173 | $1.6M | $0 | $289,945 |
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 |
|---|---|---|---|---|
| KMA SC | Auditor | — | — | $0 |
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 | $275,053 | — | $856 | — | — |
| 2023 | $160,825 | — | $619 | — | — |
| 2022 | $169 | — | — | — | — |