Plan Snapshot
- Plan Sponsor: Servis One INC. Dba Bsi Financial Services, INC.
- Sponsor EIN: 043800293
- Sponsor Address: 314 S FRANKLIN ST, TITUSVILLE, PA, 163542168
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $7.9M
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 | 266 | $7.9M | $176,269 | $1.1M |
| 2023 | 272 | $6.9M | $214,792 | $1.0M |
| 2022 | 332 | $5.6M | $163,148 | $778,955 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $13,493 | — | $13,493 | — | — |
| 2023 | $619 | — | $619 | — | — |
| 2022 | $2,591 | — | $2,591 | — | — |