Plan Snapshot
- Plan Sponsor: Out Source INC.
- Sponsor EIN: 391758640
- Sponsor Address: N19 W24400 RIVERWOOD DRIVE SUITE270, WAUKESHA, WI, 531881121
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $5.2M
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 | 76 | $5.2M | $94,646 | $226,973 |
| 2023 | 127 | $4.5M | $86,906 | $211,562 |
| 2022 | 111 | $3.7M | $102,144 | $291,804 |
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 |
|---|---|---|---|---|
| CHORTEK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHORTEK, LLP — 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 | $37,360 | — | $37,360 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |