# Office Support Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/office-support-services-llc-401k-plan

> Office Support Services, LLC's 401(k) plan: 520 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/aspire-financial-services) — CONSULTANT

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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- [Wencor Group, LLC](https://planprovider.pro/companies/wencor-group-llc-401k-plan) — 859 participants

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