Plan Snapshot
- Plan Sponsor: The Corporate Source, INC.
- Sponsor EIN: 133882284
- Sponsor Address: 1225 FRANKLIN AVENUE, GARDEN CITY, NY, 11530
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $2.9M
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 | 129 | $2.9M | $425,092 | $8,260 |
| 2023 | 148 | $2.2M | $508,486 | $6,710 |
| 2022 | 136 | $1.6M | $401,756 | $4,935 |
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 |
|---|---|---|---|---|
| LILLING & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY 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 | $16,704 | — | — | — | — |
| 2023 | $13,156 | — | $1,245 | — | — |
| 2022 | $13,301 | $11,531 | $1,770 | — | — |