# Facility Services Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/facility-services-management-inc-401k-plan

> Facility Services Management, INC.'s 401(k) plan: 621 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Facility Services Management, INC.

- **Sponsor EIN:** 611265365

- **Sponsor Address:** 1031 PROGRESS DRIVE, CLARKSVILLE, TN, 37040

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

- **Total Participants:** 621

- **Total Assets:** $16.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|621|$16.2M|$2.1M|$954,031|

| 2022|447|$13.4M|$1.7M|$822,411|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$211,466|—|$211,466|

| TRINITY PENSION CONSULTANTS, INC.|TPA|$33,712|$900|$34,612|

| JASON UNDERWOOD CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [JASON UNDERWOOD CPA, PLLC](https://planprovider.pro/provider/jason-underwood-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $246,078

- **Estimated Expense Ratio:** 1.515% 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|

| 2023|$35,760|—|$35,760|—|—|

| 2022|$119,055|—|$119,055|—|—|

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