# Solutions Shared Services INC. 401(k) Plan
Source: https://planprovider.pro/companies/solutions-shared-services-inc-401k-plan

> Solutions Shared Services INC.'s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [CJ CPAS](https://planprovider.pro/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/solutions-shared-services-inc-401k-plan)

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