Plan Snapshot
- Plan Sponsor: Information & Computing Services, INC.
- Sponsor EIN: 592093093
- Sponsor Address: 3563 PHILIPS HWY STE F-601, JACKSONVILLE, FL, 32207
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $58.0M
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 | 410 | $58.0M | $2.7M | $5.1M |
| 2023 | 378 | $46.6M | $2.4M | $4.4M |
| 2022 | 333 | $34.2M | $2.7M | $3.5M |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | — | $78,966 | $78,966 |
| FRAZIER AND DEETER LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,966
- Estimated Expense Ratio: 0.136% 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 | $25 | — | — | — | — |
| 2023 | $1,725 | — | $1,200 | — | — |
| 2022 | $24 | — | — | — | — |