Plan Snapshot
- Plan Sponsor: Stateserv Medical LLC
- Sponsor EIN: 201563028
- Sponsor Address: 1201 S ALMA SCHOOL RD STE 4000, MESA, AZ, 852101148
- Plan Type: 401(k)
- Total Participants: 1,007
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,007 | $17.5M | $1.1M | $2.0M |
| 2023 | 738 | $9.4M | $638,834 | $1.2M |
| 2022 | 619 | $6.7M | $545,019 | $1.1M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,983 | — | $5,000 | — | — |
| 2023 | $980 | — | — | — | — |
| 2022 | $3,884 | — | $3,884 | — | — |