Plan Snapshot
- Plan Sponsor: Team Select Holding, LLC
- Sponsor EIN: 201407867
- Sponsor Address: 2999 NORTH 44TH STREET SUITE 100, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 11,293
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 11,293 | $18.9M | $0 | $4.5M |
| 2023 | 6,512 | $15.0M | $0 | $4.3M |
| 2022 | 4,918 | $11.8M | $0 | $3.3M |
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 |
|---|---|---|---|---|
| HOBE AND LUCAS CPA INC | Auditor | — | — | $0 |
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 | $95,473 | $140 | — | — | — |
| 2023 | $107,229 | $8,940 | — | — | — |
| 2022 | $81,496 | — | — | — | — |