Plan Snapshot
- Plan Sponsor: Solutions Shared Services INC.
- Sponsor EIN: 813486598
- Sponsor Address: 19026 RIDGEWOOD PKWY, SAN ANTONIO, TX, 78259
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 91 | $21.7M | $597,258 | $1.1M |
| 2023 | 114 | $22.0M | $625,244 | $1.0M |
| 2022 | 93 | $18.1M | $539,236 | $881,066 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $104,390 | — | $104,390 |
| CJ CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- CJ CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,390
- Estimated Expense Ratio: 0.482% 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 | $104,390 | — | $104,390 | — | — |
| 2023 | $88,468 | — | $88,468 | — | — |
| 2022 | $86,605 | — | $86,605 | — | — |