# Comserv INC. 403(b) Plan
Source: https://planprovider.pro/companies/comserv-inc-403b-plan

> Comserv INC.&#39;s 403(b) plan: 235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$180|$23,480|$23,660|

| 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](https://planprovider.pro/provider/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:** $23,660

- **Estimated Expense Ratio:** 1.076% 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|$30|—|$30|—|—|

| 2023|$18|—|$18|—|—|

| 2022|$24|—|$24|—|—|

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