Plan Snapshot
- Plan Sponsor: Total Administrative Services Corporation
- Sponsor EIN: 390557640
- Sponsor Address: 2302 INTERNATIONAL LANE, MADISON, WI, 53704
- Plan Type: 401(k)
- Total Participants: 687
- Total Assets: $72.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 687 | $72.5M | $1.1M | $4.2M |
| 2023 | 748 | $64.9M | $1.1M | $4.3M |
| 2022 | 832 | $56.5M | $1.2M | $4.6M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $39,370 | — | $39,370 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $12,166 | — | $12,166 |
| BAKER TILLY US, LLC | ACCOUNTANT/AUDITOR | $10,500 | — | $10,500 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $5,334 | — | $5,334 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,370
- Estimated Expense Ratio: 0.093% 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 | $67,370 | $39,370 | — | $15,834 | — |
| 2023 | $65,581 | $34,733 | — | $19,163 | — |
| 2022 | $72,894 | — | — | — | — |