Plan Snapshot
- Plan Sponsor: Servicesource, INC.
- Sponsor EIN: 540901256
- Sponsor Address: 10467 WHITE GRANITE DRIVE, OAKTON, VA, 22124
- Plan Type: DC
- Total Participants: 1,404
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,404 | $25.1M | $1.3M | $0 |
| 2023 | 1,302 | $22.4M | $1.1M | $0 |
| 2022 | 1,266 | $19.9M | $1.1M | $0 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $44,726 | $44,726 | — | — | — |
| 2023 | $38,811 | $38,811 | — | — | — |
| 2022 | $47,242 | $47,242 | — | — | — |