Plan Snapshot
- Plan Sponsor: Techsource, INC.
- Sponsor EIN: 850448248
- Sponsor Address: 1475 CENTRAL AVENUE SUITE 250, LOS ALAMOS, NM, 87544
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $20.6M
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 | 392 | $20.6M | $1.2M | $2.9M |
| 2023 | 403 | $15.1M | $987,759 | $2.4M |
| 2022 | 340 | $10.3M | $774,473 | $1.9M |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | $4,300 | — | $4,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,300
- Estimated Expense Ratio: 0.021% 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 | $80,487 | $54,643 | $4,200 | $4,300 | — |
| 2023 | $8,489 | — | $8,489 | — | — |
| 2022 | $425 | — | $425 | — | — |