Plan Snapshot
- Plan Sponsor: Fac Services, LLC
- Sponsor EIN: 461574498
- Sponsor Address: 800 UNIVERSITY BAY DRIVE, SUITE 200, MADISON, WI, 53705
- Plan Type: 401(k)
- Total Participants: 1,399
- Total Assets: $383.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,399 | $383.7M | $6.0M | $19.5M |
| 2023 | 1,371 | $338.0M | $8.0M | $18.0M |
| 2022 | 1,386 | $278.4M | $9.3M | $16.4M |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — 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 | $293,029 | $62,712 | — | — | — |
| 2023 | $303,553 | $82,300 | — | — | — |
| 2022 | $364,846 | $80,794 | — | — | $284,052 |