Plan Snapshot
- Plan Sponsor: Performance Services, INC.
- Sponsor EIN: 352047928
- Sponsor Address: 4670 HAVEN POINT BOULEVARD, INDIANAPOLIS, IN, 462802856
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $52.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 286 | $52.2M | $2.1M | $3.3M |
| 2023 | 281 | $40.8M | $1.1M | $2.8M |
| 2022 | 239 | $31.4M | $940,876 | $2.4M |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $125,260 | $17,391 | $107,219 | — | — |
| 2023 | $97,426 | $12,302 | $84,522 | — | — |
| 2022 | $92,179 | — | — | — | — |