Plan Snapshot
- Plan Sponsor: Loyal Source Government Services, LLC
- Sponsor EIN: 300564703
- Sponsor Address: 12612 CHALLENGER PARKWAY SUITE 365, ORLANDO, FL, 32826
- Plan Type: 401(k)
- Total Participants: 2,122
- Total Assets: $19.1M
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 | 2,122 | $19.1M | $447,269 | $4.4M |
| 2023 | 3,561 | $14.7M | $363,267 | $4.3M |
| 2022 | 3,608 | $9.7M | $71,955 | $3.3M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $237,606 | $51,145 | $186,461 | — | — |
| 2023 | $139,903 | $39,859 | $100,044 | — | — |
| 2022 | $121,187 | $36,432 | $84,755 | — | — |