# Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/systems-llc-plan-001

> Systems, LLC's 401(k) plan: 2,139 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:** 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](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:** $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|

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