Plan Snapshot
- Plan Sponsor: Seven Counties Services
- Sponsor EIN: 310939757
- Sponsor Address: 10401 LINN STATION RD, LOUISVILLE, KY, 40223
- Plan Type: 403(b)
- Total Participants: 1,470
- Total Assets: $50.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,470 | $50.5M | $2.3M | $3.8M |
| 2023 | 1,422 | $42.5M | $2.1M | $3.3M |
| 2022 | 1,284 | $34.0M | $1.4M | $2.8M |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | $141,689 | — | $141,689 | — | — |
| 2023 | $139,418 | — | $139,418 | — | — |
| 2022 | $129,756 | — | $129,756 | — | — |