# Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/systems-llc-401k-plan-002

> Systems, LLC's 401(k) plan: 428 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Systems, LLC

- **Sponsor EIN:** 201820942

- **Sponsor Address:** 3750 OSAGE BEACH PARKWAY, SUITE 200, OSAGE BEACH, MO, 65065

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

- **Total Participants:** 428

- **Total Assets:** $10.7M

## 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|428|$10.7M|$0|$1.2M|

| 2023|437|$9.3M|$0|$1.3M|

| 2022|476|$7.2M|$2,130|$1.4M|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$46,296|—|$46,296|

| QUALIFIED PLAN CONSULTANTS, LLC|TPA|$26,797|$1,068|$27,865|

| MERRILL LYNCH LIFE AGENCY, INC.|INVESTMENT ADVISORY|$24,932|—|$24,932|

| BEUSSINK HEY ROE & STRODER LLC|AUDIT|$10,000|—|$10,000|

| UHY LLP|Auditor|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MERRILL LYNCH LIFE AGENCY, INC.](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,093

- **Estimated Expense Ratio:** 1.111% 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|$108,025|$24,932|—|$10,000|—|

| 2023|$81,650|$21,223|—|—|—|

| 2022|$67,928|$20,067|$43,961|—|$3,900|

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