School Operation Services Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: School Operation Services Group, INC.
  • Sponsor EIN: 275229277
  • Sponsor Address: 1220 VALLEY FORGE RD STE 19, PHOENIXVILLE, PA, 194602676
  • Plan Type: 401(k)
  • Total Participants: 95
  • Total Assets: $1.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202495$1.4M$79,689$219,259
202384$1.1M$73,920$179,113
202283$722,850$69,837$138,663

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