# Financial Statement Services, INC. DC Plan
Source: https://planprovider.pro/companies/financial-statement-services-inc-plan-002

> Financial Statement Services, INC.'s DC plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Financial Statement Services, INC.

- **Sponsor EIN:** 330032400

- **Sponsor Address:** 3300 S. FAIRVIEW STREET, SANTA ANA, CA, 92704

- **Plan Type:** DC

- **Total Participants:** 227

- **Total Assets:** $21.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|227|$21.9M|$4.1M|$0|

| 2023|212|$18.2M|$3.4M|$0|

| 2022|206|$15.1M|$3.5M|$0|

## 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|

| WRIGHT FORD YOUNG & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WRIGHT FORD YOUNG & CO.](https://planprovider.pro/provider/wright-ford-young-and-co) — 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|$110,672|$13,500|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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