# Shared Support South, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shared-support-south-inc-832134543-501

> Shared Support South, INC.'s 401(k) plan: 159 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 South, INC.

- **Sponsor EIN:** 832134543

- **Sponsor Address:** 185 TITUS AVENUE, WARRINGTON, PA, 18976

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

- **Plan Number:** 501

- **Total Participants:** 159

- **Total Assets:** $631,550

## 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.|

| 2024|159|$631,550|$2.3M|$238,576|

| 2023|145|$458,464|$1.6M|$66,650|

| 2022|146|$722,082|$1.6M|$67,950|

## 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|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$32,514|—|$32,514|

| THE BENECON GROUP|Investment Advisor|$30,912|—|$30,912|

| ALLIANT INSURANCE SERVICES, INC.|Investment Advisor|$20,653|—|$20,653|

| CONNECTCARE3|Other Service Provider|$13,117|—|$13,117|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,196

- **Estimated Expense Ratio:** 15.390% 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|$980,882|$44,029|$48,468|—|—|

| 2023|$802,973|$36,511|$60,907|—|—|

| 2022|$782,609|$36,806|$98,727|—|—|

## Similar Plans

- [Merakey Usa](https://planprovider.pro/companies/merakey-usa-232175924-510) — 5,992 participants

- [Merakey Usa](https://planprovider.pro/companies/merakey-usa-403b-plan) — 5,501 participants

- [Inperium, INC.](https://planprovider.pro/companies/inperium-inc-401k-plan) — 4,115 participants

- [Resources For Human Development, INC.](https://planprovider.pro/companies/resources-for-human-development-inc-403b-plan) — 3,383 participants

- [Youth Advocate Programs, INC.](https://planprovider.pro/companies/youth-advocate-programs-inc-plan-001) — 2,968 participants

- [Keystone Human Services](https://planprovider.pro/companies/keystone-human-services-401k-plan) — 2,640 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shared-support-south-inc-832134543-501)

© 2026 PlanProvider.Pro