Plan Snapshot
- Plan Sponsor: Vensure Employer Services, INC.
- Sponsor EIN: 371508469
- Sponsor Address: 1475 S. PRICE ROAD, CHANDLER, AZ, 85286
- Plan Type: DC
- Total Participants: 30,380
- Total Assets: $982.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 30,380 | $982.5M | $42.5M | $106.9M |
| 2023 | 32,207 | $797.7M | $37.6M | $94.8M |
| 2022 | 34,972 | $637.9M | $24.6M | $70.0M |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | TPA | $3,592,144 | — | $3,592,144 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP. | PORTOFOLIO MGMT FEE | $690,225 | — | $690,225 |
| VENSURE EMPLOYER SERVICES, INC. | PLAN ADMINISTATOR | $204,265 | — | $204,265 |
| METZ & ASSOCIATES, PLLC | AUDITOR | $18,500 | — | $18,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ & ASSOCIATES, PLLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,505,134
- Estimated Expense Ratio: 0.459% 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 | $4,505,133 | $690,225 | $3,796,408 | $18,500 | — |
| 2023 | $3,467,054 | $381,754 | $3,085,300 | — | — |
| 2022 | $2,603,163 | $241,316 | $2,336,546 | — | $25,301 |