# Claims Services Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/solera-holdings-inc-401k-plan

> Claims Services Group, LLC's 401(k) plan: 2,881 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Claims Services Group, LLC

- **Sponsor EIN:** 942617005

- **Sponsor Address:** 1500 SOLANA BLVD. BUILDING 6, WESTLAKE, TX, 76262

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

- **Total Participants:** 2,881

- **Total Assets:** $314.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,881|$314.9M|$6.6M|$17.9M|

| 2023|2,947|$287.7M|$5.5M|$19.2M|

| 2022|3,000|$233.0M|$2.3M|$17.7M|

## 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|

| BAKER TILLY US, LLP|Auditor|$70,340|—|$70,340|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,340

- **Estimated Expense Ratio:** 0.022% 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|$351,516|—|—|$70,340|—|

| 2023|$345,079|—|$600|$25,925|—|

| 2022|$247,336|—|—|—|—|

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