Plan Snapshot
- Plan Sponsor: Telerx Marketing, INC. D/B/A/ C3i Solutions
- Sponsor EIN: 232123705
- Sponsor Address: 410 HORSHAM ROAD, HORSHAM, PA, 190442019
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 1,374 | $24.9M | $770,361 | $2.4M |
| 2022 | 1,542 | $21.2M | $530,520 | $2.3M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $81,788 | $4,214 | $86,002 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | $25,906 | — | $25,906 |
| SILICON VALLEY ACCOUNTANCY CORP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,908
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 | $202 | — | $202 | — | — |
| 2023 | $53,847 | $12,953 | $40,894 | — | — |
| 2022 | $58,430 | $15,661 | $42,769 | — | — |