Plan Snapshot
- Plan Sponsor: Together Sc
- Sponsor EIN: 876797705
- Sponsor Address: PO BOX 12903, COLUMBIA, SC, 29211
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 428
- Total Assets: $302,169
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 428 | $302,169 | $0 | $0 |
| 2024 | 409 | $189,585 | $4.3M | $15,042 |
| 2023 | 295 | $323,396 | $2.5M | $9,734 |
| 2022 | 191 | $25,427 | $997,260 | $8,308 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Other Service Provider | $17,328 | — | $17,328 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,328
- Estimated Expense Ratio: 5.735% 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 |
|---|---|---|---|---|---|
| 2025 | $4,579,639 | — | — | $17,328 | — |
| 2024 | $28,276 | — | — | $19,257 | — |
| 2023 | $8,477 | — | $3,832 | $2,520 | — |
| 2022 | $1,006,694 | — | — | — | — |