Plan Snapshot
- Plan Sponsor: Server Suites, LLC
- Sponsor EIN: 205268699
- Sponsor Address: 6281 TRI-RIDGE BLVD, STE 10, LOVELAND, OH, 451408320
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $9.9M
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 | 101 | $9.9M | $383,014 | $802,745 |
| 2023 | 97 | $8.7M | $430,457 | $802,172 |
| 2022 | 96 | $7.4M | $395,876 | $725,232 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
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 | $34,315 | — | — | — | — |
| 2023 | $27,970 | — | — | — | — |
| 2022 | $14,962 | — | — | — | — |