Plan Snapshot
- Plan Sponsor: Tsvc, INC
- Sponsor EIN: 061664428
- Sponsor Address: 10841 S. RIDGEVIEW ROAD, OLATHE, KS, 66061
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 11,006
- Total Assets: $1.2B
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. |
|---|---|---|---|---|
| 2025 | 11,006 | $1.2B | $0 | $0 |
| 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 | Other Service Provider | $395,927 | — | $395,927 |
| CREATIVE PLANNING LLC | Other Service Provider | $23,183 | — | $23,183 |
| BOYCE & ASSOCIATES WEALTH | Other Service Provider | $8,784 | — | $8,784 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $8,735 | — | $8,735 |
| TOWNSQUARE CAPITAL LLC | Other Service Provider | $7,847 | — | $7,847 |
| LEXAURUM ADVISORS LLC | Other Service Provider | $7,518 | — | $7,518 |
| FISHER INVESTMENTS | Other Service Provider | $7,094 | — | $7,094 |
| KRILOGY FINANCIAL LLC | Other Service Provider | $6,126 | — | $6,126 |
| QUARRY HILL ADVISORS LLC | Other Service Provider | $5,899 | — | $5,899 |
| SUMMIT GLOBAL INVESTMENTS LLC | Other Service Provider | $5,086 | — | $5,086 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $476,199
- Estimated Expense Ratio: 0.039% 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 | $78,072,031 | — | — | — | — |
| 2024 | $369,199 | — | — | — | — |
| 2023 | $330,840 | — | — | — | — |
| 2022 | $304,590 | — | — | — | — |