Plan Snapshot
- Plan Sponsor: Comserv INC.
- Sponsor EIN: 561717932
- Sponsor Address: P.O. BOX 1080, LENOIR, NC, 286451080
- Plan Type: 403(b)
- Total Participants: 235
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 235 | $2.2M | $55,053 | $182,752 |
| 2023 | 238 | $1.9M | $53,981 | $176,777 |
| 2022 | 240 | $1.6M | $48,101 | $149,213 |
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 |
|---|---|---|---|---|
| C. RANDOLPH CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- C. RANDOLPH CPA PLLC — 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 | $30 | — | $30 | — | — |
| 2023 | $18 | — | $18 | — | — |
| 2022 | $24 | — | $24 | — | — |