Plan Snapshot
- Plan Sponsor: Three Square
- Sponsor EIN: 300396918
- Sponsor Address: 4190 NORTH PECOS ROAD, LAS VEGAS, NV, 891150187
- Plan Type: 403(b)
- Total Participants: 119
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 119 | $4.0M | $136,175 | $473,932 |
| 2023 | 113 | $3.3M | $136,667 | $426,617 |
| 2022 | 117 | $2.8M | $139,242 | $421,844 |
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 | $31,526 | — | $31,526 |
| HOULDSWORTH, RUSSO & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOULDSWORTH, RUSSO & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,526
- Estimated Expense Ratio: 0.783% 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 | $31,526 | — | $31,526 | — | — |
| 2023 | $26,938 | — | $26,938 | — | — |
| 2022 | $24,673 | — | $24,673 | — | — |