Plan Snapshot
- Plan Sponsor: Consumer Support Services, INC.
- Sponsor EIN: 311378304
- Sponsor Address: 2040 CHERRY VALLEY ROAD, NEWARK, OH, 430551104
- Plan Type: 401(k)
- Total Participants: 829
- Total Assets: $11.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 829 | $11.9M | $391,081 | $1.3M |
| 2023 | 839 | $9.9M | $342,196 | $1.2M |
| 2022 | 870 | $8.1M | $303,699 | $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 |
|---|---|---|---|---|
| COASTAL PENSION SERVICES, INC. | CONTRACT ADMINISTRATOR | $84,104 | — | $84,104 |
| NYLIFE SECURITIES | INVESTMENT ADVISOR | $49,156 | — | $49,156 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,260
- Estimated Expense Ratio: 1.121% 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 | $137,697 | — | $84,103 | — | — |
| 2023 | $114,650 | — | $70,523 | — | — |
| 2022 | $106,214 | — | $40,204 | — | $66,010 |