Plan Snapshot
- Plan Sponsor: Outsourcing Strategies, INC.
- Sponsor EIN: 203151312
- Sponsor Address: 350 E. OGDEN AVE, WESTMONT, IL, 60559
- Plan Type: 401(k)
- Total Participants: 2,079
- Total Assets: $34.4M
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 | 2,079 | $34.4M | $1.7M | $4.0M |
| 2023 | 1,156 | $25.8M | $1.3M | $3.8M |
| 2022 | 2,029 | $18.7M | $1.1M | $3.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $125,999 | — | $125,999 |
| FOURSTAR WEALTH ADVISORS LLC | Investment Advisor | $58,988 | — | $58,988 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,987
- Estimated Expense Ratio: 0.538% 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 | $185,195 | $58,988 | — | — | — |
| 2023 | $153,129 | $42,081 | — | $16,000 | — |
| 2022 | $113,827 | $31,519 | — | — | — |