# Continental Service Group, LLC D/B/A Conserve 401(k) Plan
Source: https://planprovider.pro/companies/continental-service-group-llc-d-b-a-conserve-401k-plan

> Continental Service Group, LLC D/B/A Conserve's 401(k) plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Continental Service Group, LLC D/B/A Conserve

- **Sponsor EIN:** 161265131

- **Sponsor Address:** P.O. BOX 7, FAIRPORT, NY, 14450

- **Plan Type:** 401(k)

- **Total Participants:** 345

- **Total Assets:** $41.7M

## 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|345|$41.7M|$162,294|$1.5M|

| 2023|329|$36.6M|$803,529|$1.3M|

| 2022|295|$32.1M|$656,078|$1.4M|

## 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|

| INSERO & CO. CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [INSERO & CO. CPAS, LLP](https://planprovider.pro/provider/insero-and-co-cpas-llp) — 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|$27,083|$27,083|—|—|—|

| 2023|$25,200|$25,200|—|—|—|

| 2022|$25,956|$25,956|—|—|—|

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