Plan Snapshot
- Plan Sponsor: Tsvc, INC
- Sponsor EIN: 061664428
- Sponsor Address: 10841 S. RIDGEVIEW ROAD, OLATHE, KS, 66061
- Plan Type: 401(k)
- Total Participants: 6,948
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 6,948 | $1.0B | $21.7M | $52.4M |
| 2023 | 6,250 | $876.6M | $19.1M | $46.2M |
| 2022 | 5,701 | $726.2M | $14.2M | $40.6M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $368,799 | — | $368,799 |
| CREATIVE PLANNING LLC | Investment Advisor | $10,883 | — | $10,883 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $9,426 | — | $9,426 |
| TOWNSQUARE CAPITAL LLC | Other Service Provider | $7,084 | — | $7,084 |
| BOYCE & ASSOCIATES WEALTH | Other Service Provider | $6,938 | — | $6,938 |
| FISHER INVESTMENTS | Recordkeeper | $6,926 | — | $6,926 |
| INVESTMENT MANAGEMENT ASSOCIAT | Other Service Provider | $6,613 | — | $6,613 |
| QUARRY HILL ADVISORS LLC | Other Service Provider | $5,291 | — | $5,291 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $421,960
- Estimated Expense Ratio: 0.041% 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 | $369,199 | — | — | — | — |
| 2023 | $330,840 | — | — | — | — |
| 2022 | $304,590 | — | — | — | — |