# Service Access & Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/service-access-management-inc-232897133-001

> Service Access & Management, INC.'s 401(k) plan: 792 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Service Access & Management, INC.

- **Sponsor EIN:** 232897133

- **Sponsor Address:** 590 TERRY REILEY WAY, POTTSVILLE, PA, 17901

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

- **Plan Number:** 001

- **Total Participants:** 792

- **Total Assets:** $43.1M

## 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|792|$43.1M|$1.2M|$2.7M|

| 2023|840|$38.4M|$1.2M|$2.5M|

| 2022|841|$33.2M|$1.2M|$2.6M|

## 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|

| COMMONWEALTH FINANCIAL NETWORK|Investment Advisor|$89,158|—|$89,158|

| WIPFLI LLP|Recordkeeper|$12,847|$19,951|$32,798|

| NATIONWIDE|Recordkeeper|$24,628|—|$24,628|

### Verified Provider Profiles

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

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — Investment Advisor

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Recordkeeper

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $146,584

- **Estimated Expense Ratio:** 0.340% 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|$126,633|$89,158|—|—|—|

| 2023|$108,802|$67,150|—|—|—|

| 2022|$127,355|—|$127,355|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/service-access-management-inc-232897133-001)

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