Plan Snapshot
- Plan Sponsor: Itsc Secure Solutions, LLC
- Sponsor EIN: 208936149
- Sponsor Address: 4510 GRESHAM LN SE, OWENS CROSS ROADS, AL, 35763
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 106 | $3.5M | $336,411 | $638,148 |
| 2023 | 132 | $2.5M | $269,898 | $541,769 |
| 2022 | 50 | $1.8M | $79,539 | $160,370 |
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 |
|---|---|---|---|---|
| HEIMLANTZ CPAS & ADVISORS, LLC | Auditor | — | — | $0 |
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 | $25,967 | $16,164 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $3,553 | — | $3,553 | — | — |