Plan Snapshot
- Plan Sponsor: Improving Corporate Services, LLC
- Sponsor EIN: 853771438
- Sponsor Address: 5445 LEGACY DRIVE SUITE 100, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 527
- Total Assets: $96.2M
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. |
|---|---|---|---|---|
| 2024 | 527 | $96.2M | $1.5M | $6.6M |
| 2023 | 532 | $84.8M | $3.0M | $7.4M |
| 2022 | 762 | $71.3M | $1.2M | $7.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $97,432 | $12,667 | — | — | — |
| 2023 | $108,570 | $19,594 | — | — | — |
| 2022 | $144,596 | $46,381 | $98,215 | — | — |