Plan Snapshot
- Plan Sponsor: Service Pros Installation Group, INC.
- Sponsor EIN: 453929245
- Sponsor Address: 1921 FREEDOM DRIVE, CHARLOTTE, NC, 28208
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $6.0M
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 | 281 | $6.0M | $369,435 | $627,632 |
| 2023 | 291 | $4.7M | $367,393 | $619,125 |
| 2022 | 290 | $3.4M | $359,530 | $581,904 |
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 |
|---|---|---|---|---|
| PARSONS CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PARSONS CPA, LLC — Auditor
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 | $6,163 | $1,089 | $1,724 | — | — |
| 2023 | $5,235 | $806 | $2,794 | — | — |
| 2022 | $4,630 | — | $4,630 | — | — |