Plan Snapshot
- Plan Sponsor: Staff Force, INC.
- Sponsor EIN: 760294577
- Sponsor Address: 419 MASON PARK BLVD., KATY, TX, 77450
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $3.3M
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 | 142 | $3.3M | $94,612 | $272,705 |
| 2023 | 104 | $2.9M | $90,512 | $241,697 |
| 2022 | 92 | $2.5M | $84,412 | $239,326 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE COMP | Recordkeeper | $2,426 | $17,895 | $20,321 |
| EDWARD D JONES AND CO | Investment Advisor | $7,944 | — | $7,944 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,265
- Estimated Expense Ratio: 0.865% 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 | $9,886 | — | $9,886 | — | — |
| 2023 | $9,015 | — | $9,015 | — | — |
| 2022 | $10,831 | — | $10,831 | — | — |