Plan Snapshot
- Plan Sponsor: The Service Companies, INC.
- Sponsor EIN: 262251010
- Sponsor Address: 2900 MONARCH LAKES BLVD, MIRAMAR, FL, 33027
- Plan Type: 401(k)
- Total Participants: 5,313
- Total Assets: $4.3M
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 | 5,313 | $4.3M | $257,456 | $561,506 |
| 2023 | 3,512 | $3.8M | $232,677 | $502,033 |
| 2022 | 3,053 | $3.1M | $195,379 | $402,724 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | ADVISOR | $18,689 | — | $18,689 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $15,692 | — | $15,692 |
| KAUFMAN, ROSSIN & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KAUFMAN, ROSSIN & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,381
- Estimated Expense Ratio: 0.802% 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 | $34,381 | $18,689 | — | — | — |
| 2023 | $34,457 | $15,539 | — | — | — |
| 2022 | $32,682 | — | — | — | — |