# Shared Support INC. 401(k) Plan
Source: https://planprovider.pro/companies/shared-support-inc-202881218-501

> Shared Support INC.'s 401(k) plan: 200 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Shared Support INC.

- **Sponsor EIN:** 202881218

- **Sponsor Address:** 218 BRIDGE AVENUE, SUNBURY, PA, 17801

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 200

- **Total Assets:** $816,788

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|200|$816,788|$0|$0|

| 2024|192|$1.2M|$4.2M|$224,300|

| 2023|193|$285,977|$3.6M|$239,425|

| 2022|167|$253,679|$2.7M|$93,150|

## 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|

| THE BENECON GROUP|Investment Advisor|$227,423|—|$227,423|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$44,237|—|$44,237|

| REVIVEHEALTH, INC.|Other Service Provider|$32,461|—|$32,461|

| ALLIANT INSURANCE SERVICES, INC.|Investment Advisor|$27,043|—|$27,043|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $331,164

- **Estimated Expense Ratio:** 40.545% 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|$5,294,839|$56,158|$98,958|—|—|

| 2024|$1,251,943|$49,924|$63,596|—|—|

| 2023|$1,147,659|$46,724|$78,040|—|—|

| 2022|$908,905|$39,982|$111,032|—|—|

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