Plan Snapshot
- Plan Sponsor: Complete Merchant Solutions, LLC
- Sponsor EIN: 262594461
- Sponsor Address: 727 N. 1550 E. 3RD FLOOR, OREM, UT, 84097
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 110 | $10.0M | $603,263 | $1.0M |
| 2023 | 102 | $8.1M | $536,251 | $864,933 |
| 2022 | 92 | $5.9M | $982,521 | $1.1M |
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 |
|---|---|---|---|---|
| TRAVELLER & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRAVELLER & COMPANY LLC — Auditor
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 | $18,270 | — | $18,270 | — | — |
| 2023 | $15,839 | — | $15,839 | — | — |
| 2022 | $17,383 | — | $17,383 | — | — |