# Technology & Services Ind Assoc 401(k) Plan
Source: https://planprovider.pro/companies/technology-services-ind-assoc-043819464-001

> Technology & Services Ind Assoc's 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Technology & Services Ind Assoc

- **Sponsor EIN:** 043819464

- **Sponsor Address:** 17065 CAMINO SAN BERNARDO, SAN DIEGO, CA, 92127

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

- **Plan Number:** 001

- **Total Participants:** 123

- **Total Assets:** $13.5M

## 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|123|$13.5M|$319,025|$1.3M|

| 2023|142|$12.1M|$279,972|$1.4M|

| 2022|141|$10.7M|$318,469|$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|

| UBS FINANCIAL SERVICES, INC.|Investment Advisor|$31,386|—|$31,386|

| ADP, INC.|Recordkeeper|$7,476|—|$7,476|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — Investment Advisor

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,862

- **Estimated Expense Ratio:** 0.287% 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|$38,862|$36,167|—|—|—|

| 2023|$28,736|$27,465|—|—|—|

| 2022|$3,412|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/technology-services-ind-assoc-043819464-001)

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