Plan Snapshot
- Plan Sponsor: Office Support Services, LLC
- Sponsor EIN: 823549688
- Sponsor Address: P.O. BOX 1278, THOMASVILLE, GA, 31799
- Plan Type: 401(k)
- Total Participants: 520
- Total Assets: $53.9M
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 | 520 | $53.9M | $1.0M | $2.8M |
| 2023 | 506 | $52.9M | $989,549 | $2.7M |
| 2022 | 428 | $49.6M | $925,483 | $2.3M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | CONSULTANT | $122,500 | — | $122,500 |
| FORVIS MAZARS, LLP | ACCOUNTANT | $15,750 | — | $15,750 |
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $7,196 | — | $7,196 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — CONSULTANT
- FORVIS MAZARS, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,446
- Estimated Expense Ratio: 0.270% 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 | $145,471 | — | — | — | — |
| 2023 | $94,630 | $73,500 | — | $14,963 | — |
| 2022 | $123,569 | — | — | — | — |