Plan Snapshot
- Plan Sponsor: Diversified Service Options, INC. Dba Guidewell Source
- Sponsor EIN: 593514333
- Sponsor Address: 4800 DEERWOOD CAMPUS PKWY, JACKSONVILLE, FL, 32246
- Plan Type: 401(k)
- Total Participants: 2,356
- Total Assets: $224.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,356 | $224.2M | $6.0M | $9.5M |
| 2023 | 2,426 | $200.6M | $5.9M | $9.4M |
| 2022 | 2,342 | $171.3M | $5.6M | $8.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $157,370 | — | $157,370 |
| FINANCIAL ENGINES | ADVISOR | $108,948 | — | $108,948 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $266,318
- Estimated Expense Ratio: 0.119% 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 | $265,268 | $108,948 | — | — | — |
| 2023 | $255,281 | $99,262 | — | — | — |
| 2022 | $289,420 | — | — | — | — |