# Partssource, INC. 401(k) Plan
Source: https://planprovider.pro/companies/partssource-inc-401k-plan

> Partssource, INC.'s 401(k) plan: 521 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Partssource, INC.

- **Sponsor EIN:** 341945164

- **Sponsor Address:** 50 EXECUTIVE PKWY, HUDSON, OH, 44236

- **Plan Type:** 401(k)

- **Total Participants:** 521

- **Total Assets:** $39.0M

## 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|521|$39.0M|$841,405|$4.0M|

| 2023|456|$30.2M|$764,310|$3.5M|

| 2022|345|$16.8M|$523,047|$2.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$69,914|—|$69,914|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$57,964|—|$57,964|

| REA & ASSOCIATES|OTHER SERVICES|$10,345|—|$10,345|

| SIKICH CPA LLC|CONSULTANT|$10,000|—|$10,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [REA & ASSOCIATES](https://planprovider.pro/provider/rea-and-associates-inc) — OTHER SERVICES

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $148,223

- **Estimated Expense Ratio:** 0.380% 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|$149,723|$57,964|—|$10,000|—|

| 2023|$99,972|$42,702|—|—|—|

| 2022|$67,653|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/partssource-inc-401k-plan)

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