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: 2,139
- Total Assets: $11.2M
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 | 2,139 | $11.2M | $0 | $1.1M |
| 2023 | 2,521 | $10.5M | $0 | $1.2M |
| 2022 | 3,266 | $9.6M | $1,601 | $1.2M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY 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 | $206,864 | $27,086 | — | — | — |
| 2023 | $197,689 | $25,957 | — | $7,374 | — |
| 2022 | $232,785 | $31,653 | $111,624 | — | $89,508 |