# Eduserve, INC. 401(k) Plan
Source: https://planprovider.pro/companies/eduserve-inc-401k-plan

> Eduserve, INC.'s 401(k) plan: 7,804 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Eduserve, INC.

- **Sponsor EIN:** 834481053

- **Sponsor Address:** 800 CORPORATE DRIVE, SUITE 700, FT LAUDERDALE, FL, 33334

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

- **Total Participants:** 7,804

- **Total Assets:** $84.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|7,804|$84.0M|$2.4M|$13.3M|

| 2023|7,329|$67.1M|$2.0M|$11.1M|

| 2022|6,693|$50.9M|$1.6M|$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|

| ONEAMERICA RETIREMENT SERVICES, LLC|RECORDKEEPER|$258,854|—|$258,854|

| FIDUCIARY CONSULTING GROUP|PLAN ADMINISTRATOR|$142,193|—|$142,193|

| UBS FINANCIAL SERVICES|INVESTMENT ADVISOR|$85,316|—|$85,316|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $486,363

- **Estimated Expense Ratio:** 0.579% 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|$486,363|$227,509|$258,854|—|—|

| 2023|$383,761|$191,843|$191,918|—|—|

| 2022|$324,019|$81,107|$166,124|—|$76,788|

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