Plan Snapshot
- Plan Sponsor: Shared Support South, INC.
- Sponsor EIN: 832134543
- Sponsor Address: 185 TITUS AVENUE, WARRINGTON, PA, 18976
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 194 | $3.0M | $234,682 | $427,209 |
| 2023 | 192 | $2.3M | $200,508 | $329,006 |
| 2022 | 185 | $1.7M | $206,300 | $347,115 |
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 |
|---|---|---|---|---|
| MAHER DUESSEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAHER DUESSEL — 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 | $10,760 | $10,760 | — | — | — |
| 2023 | $16,489 | — | — | — | — |
| 2022 | $10,367 | $10,367 | — | — | — |