# Fac Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fac-services-llc-401k-plan

> Fac Services, LLC's 401(k) plan: 1,399 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ONEAMERICA RETIREMENT SERVICES LLC|NONE|$230,317|—|$230,317|

| FRANCIS LLC|NONE|$62,712|—|$62,712|

| VRAKAS S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FRANCIS LLC](https://planprovider.pro/provider/francis-llc) — NONE

- [VRAKAS S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $293,029

- **Estimated Expense Ratio:** 0.076% 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|$293,029|$62,712|—|—|—|

| 2023|$303,553|$82,300|—|—|—|

| 2022|$364,846|$80,794|—|—|$284,052|

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