Plan Snapshot
- Plan Sponsor: Shared Services, LLC
- Sponsor EIN: 465302568
- Sponsor Address: 9280 MONTGOMERY RD., CINCINNATI, OH, 45242
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 183
- Total Assets: $25.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 183 | $25.8M | $0 | $0 |
| 2024 | 149 | $20.7M | $696,725 | $1.3M |
| 2023 | 138 | $16.3M | $638,410 | $1.2M |
| 2022 | 135 | $12.2M | $541,370 | $1.0M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | Recordkeeper | $86,212 | — | $86,212 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,212
- Estimated Expense Ratio: 0.335% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $727,273 | — | — | — | — |
| 2024 | $57,617 | — | — | — | — |
| 2023 | $44,153 | — | — | — | — |
| 2022 | $43,066 | — | — | — | — |