Plan Snapshot
- Plan Sponsor: Planned Systems International, INC.
- Sponsor EIN: 521576690
- Sponsor Address: 10632 LITTLE PATUXENT PKWY STE 200, COLUMBIA, MD, 21044
- Plan Type: 401(k)
- Total Participants: 1,298
- Total Assets: $106.9M
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 | 1,298 | $106.9M | $3.3M | $7.8M |
| 2023 | 1,199 | $99.8M | $3.7M | $8.5M |
| 2022 | 1,277 | $88.4M | $4.0M | $8.8M |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES P.C. | Auditor | $25,400 | — | $25,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,400
- Estimated Expense Ratio: 0.024% 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 | $319,815 | $84,004 | — | $25,400 | — |
| 2023 | $244,377 | $51,858 | — | — | — |
| 2022 | $160,592 | — | $160,592 | — | — |