Plan Snapshot
- Plan Sponsor: Truescripts Management Services, LLC
- Sponsor EIN: 464334244
- Sponsor Address: 513 E SOUTH STREET, WASHINGTON, IN, 47501
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $13.9M
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. |
|---|---|---|---|---|
| 2024 | 186 | $13.9M | $937,779 | $1.3M |
| 2023 | 160 | $10.7M | $1.2M | $1.0M |
| 2022 | 125 | $7.0M | $990,869 | $809,997 |
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 |
|---|---|---|---|---|
| KRUEGER & ASSOCIATES, CPAS LLC | Auditor | — | — | $0 |
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 | $28,412 | $28,037 | — | — | — |
| 2023 | $19,361 | $19,011 | — | — | — |
| 2022 | — | — | — | — | — |