# Institute Of Community Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/institute-of-community-services-inc-640440304-002

> Institute Of Community Services, INC.'s 401(k) plan: 787 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Institute Of Community Services, INC.

- **Sponsor EIN:** 640440304

- **Sponsor Address:** 160 WEST VALLEY AVENUE, HOLLY SPRINGS, MS, 386352218

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

- **Plan Number:** 002

- **Total Participants:** 787

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|787|$13.1M|$730,201|$1.0M|

| 2023|753|$11.9M|$707,099|$1.0M|

| 2022|753|$11.0M|$639,605|$919,324|

## 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|

| GLOBAL RETIREMENT PARTNERS|Investment Advisor|—|$53,539|$53,539|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$19,151|—|$19,151|

| ARES RETIREMENT PLAN SERVICES LLC|Other Service Provider|$12,338|—|$12,338|

| GLOBAL RETIREMENT PARTNERS LLC|Investment Advisor|$8,698|—|$8,698|

| AMERICAN UNITED LIFE INSURANCE CO|Other Service Provider|$529|$5,612|$6,141|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,867

- **Estimated Expense Ratio:** 0.763% 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|$25,129|—|$25,129|—|—|

| 2023|$5,288|—|$5,288|—|—|

| 2022|$5,173|—|$5,173|—|—|

## Similar Plans

- [Institute Of Community Services, INC.](https://planprovider.pro/companies/institute-of-community-services-inc-640440304-001) — 779 participants

- [Community Action Of South Mississippi](https://planprovider.pro/companies/community-action-of-south-mississippi-plan) — 129 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/institute-of-community-services-inc-640440304-002)

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