Plan Snapshot
- Plan Sponsor: Focus Staff Services LP
- Sponsor EIN: 264491759
- Sponsor Address: 10440 E NORTHWEST HWY, DALLAS, TX, 75238
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 360 | $2.8M | $409,267 | $736,976 |
| 2022 | 504 | $1.9M | $467,758 | $893,117 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $31,250 | — | $31,250 |
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $23,648 | — | $23,648 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- COHNREZNICK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,898
- Estimated Expense Ratio: 1.985% 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 | $50,472 | $12,264 | $16,088 | — | — |
| 2022 | $32,801 | $6,966 | $9,275 | — | $16,560 |