Plan Snapshot
- Plan Sponsor: Claim Assist Solutions, LLC
- Sponsor EIN: 743017360
- Sponsor Address: 16 CASCADE CAVERNS RD., BOERNE, TX, 78015
- Plan Type: 401(k)
- Total Participants: 1,403
- Total Assets: $8.6M
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 | 1,403 | $8.6M | $1.0M | $1.9M |
| 2023 | 1,091 | $4.6M | $706,723 | $1.2M |
| 2022 | 239 | $563,814 | $201,820 | $366,913 |
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 |
|---|---|---|---|---|
| SOL SCHWARTZ & ASSOCIATES PC | 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 | $13,641 | — | $13,641 | — | — |
| 2023 | $26,416 | — | $26,416 | — | — |
| 2022 | — | — | — | — | — |