Plan Snapshot
- Plan Sponsor: Location Services, LLC
- Sponsor EIN: 822024973
- Sponsor Address: 9190 PRIORITY WAY WEST DRIVE,, INDIANAPOLIS, IN, 46240
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $7.6M
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 | 456 | $7.6M | $603,542 | $1.2M |
| 2023 | 379 | $5.0M | $472,485 | $938,562 |
| 2022 | 313 | $3.4M | $416,828 | $796,635 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $5,820 | — | $5,820 |
| THE AMERICAN AUDITORS GROUP,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- THE AMERICAN AUDITORS GROUP,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,820
- Estimated Expense Ratio: 0.077% 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 | $5,820 | — | $5,820 | — | — |
| 2023 | $4,945 | — | $4,945 | — | — |
| 2022 | $10,674 | — | $10,674 | — | — |