# Diversified Service Options, INC. Dba Guidewell Source 401(k) Plan
Source: https://planprovider.pro/companies/diversified-service-options-inc-dba-guidewell-source-401k-plan

> Diversified Service Options, INC. Dba Guidewell Source's 401(k) plan: 2,356 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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