# Compact Information Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/compact-information-systems-llc-401k-plan

> Compact Information Systems, LLC's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — INVESTMENT ADVISORY

- [TRANSAMERICA RETIREMENT SOLNS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FUTUREPLAN BY ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|—|

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