# Service Experts LLC 401(k) Plan
Source: https://planprovider.pro/companies/service-experts-llc-401k-plan

> Service Experts LLC's 401(k) plan: 3,811 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Service Experts LLC

- **Sponsor EIN:** 621639453

- **Sponsor Address:** 3400 N. CENTRAL EXPRESSWAY, RICHARDSON, TX, 75080

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

- **Total Participants:** 3,811

- **Total Assets:** $151.8M

## 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|3,811|$151.8M|$5.3M|$18.3M|

| 2023|3,675|$120.4M|$3.3M|$16.3M|

| 2022|3,955|$97.1M|$2.8M|$14.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$228,938|—|$228,938|

| MERRILL LYNCH PIERCE FENNER & SMIT|INVESTMENT ADVISOR|$45,000|—|$45,000|

| BAKER TILLY US, LLP|ACCOUNTANT/AUDITOR|$20,475|—|$20,475|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,989|—|$11,989|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $306,402

- **Estimated Expense Ratio:** 0.202% 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|$306,402|$56,989|$300|$20,475|—|

| 2023|$313,567|$1,023|$1,500|$19,425|—|

| 2022|$274,407|—|—|—|—|

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