Plan Snapshot
- Plan Sponsor: Extended Service Corp.
- Sponsor EIN: 541231849
- Sponsor Address: 9530 MIDLOTHIAN PIKE, RICHMOND, VA, 23235
- Plan Type: DC
- Total Participants: 362
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 362 | $17.1M | $0 | $717,372 |
| 2023 | 354 | $15.2M | $0 | $783,609 |
| 2022 | 387 | $14.6M | $0 | $867,777 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $25,829 | $794 | $26,623 |
| OSAIC WEALTH | NONE | $12,895 | — | $12,895 |
| KEITER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,518
- Estimated Expense Ratio: 0.231% 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 | $38,724 | — | $25,829 | — | — |
| 2023 | $48,833 | — | $37,970 | — | — |
| 2022 | $39,340 | — | $23,638 | — | — |