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

> Shared Support INC.'s 401(k) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 202881218

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

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

- **Total Participants:** 226

- **Total Assets:** $5.9M

## 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|226|$5.9M|$266,775|$429,748|

| 2023|212|$4.8M|$259,222|$415,263|

| 2022|199|$3.7M|$236,232|$354,618|

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AM|RECORDKEEPER|$26,660|—|$26,660|

| CETERA INVESTMENT SERVICES LLC|BROKER/ADVISER|—|$15,778|$15,778|

| MAHER DUESSEL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MAHER DUESSEL](https://planprovider.pro/provider/maher-duessel) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,438

- **Estimated Expense Ratio:** 0.715% 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|

| 2024|$28,707|—|$28,707|—|—|

| 2023|$25,772|—|$25,772|—|—|

| 2022|$20,724|—|$20,724|—|—|

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