Plan Snapshot
- Plan Sponsor: Compact Information Systems, LLC
- Sponsor EIN: 911542980
- Sponsor Address: PO BOX 61557, FT MYERS, FL, 33906
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $10.5M | $222,508 | $705,323 |
| 2023 | 92 | $11.2M | $216,791 | $731,303 |
| 2022 | 138 | $11.1M | $78,869 | $265,420 |
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 |
|---|---|---|---|---|
| LINCOLN INVESTMENT PLANNING | INVESTMENT ADVISORY | $28,288 | — | $28,288 |
| TRANSAMERICA RETIREMENT SOLNS | RECORDKEEPER | $14,057 | — | $14,057 |
| FUTUREPLAN BY ASCENSUS | RECORDKEEPER | $12,352 | $11 | $12,363 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN INVESTMENT PLANNING — INVESTMENT ADVISORY
- TRANSAMERICA RETIREMENT SOLNS — RECORDKEEPER
- FUTUREPLAN BY ASCENSUS — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,708
- Estimated Expense Ratio: 0.522% 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 | $94,717 | — | $94,717 | — | — |
| 2023 | $93,820 | — | $93,820 | — | — |
| 2022 | — | — | — | — | — |