Plan Snapshot
- Plan Sponsor: Shared Operating Services LLC
- Sponsor EIN: 030378861
- Sponsor Address: 333 LUDLOW STREET, STAMFORD, CT, 06902
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $11.6M
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 | 335 | $11.6M | $168,490 | $1.0M |
| 2023 | 275 | $9.1M | $83,646 | $828,517 |
| 2022 | 342 | $7.7M | $197,436 | $605,236 |
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 |
|---|---|---|---|---|
| BDO USA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, 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 | $4,012 | $1,874 | — | — | — |
| 2023 | $2,994 | $557 | — | — | — |
| 2022 | $3,315 | $74 | — | — | — |