Plan Snapshot
- Plan Sponsor: Workforce Software, LLC
- Sponsor EIN: 453862733
- Sponsor Address: 38705 SEVEN MILE ROAD, LIVONIA, MI, 48152
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 443 | $67.4M | $1.3M | $5.0M |
| 2023 | 412 | $58.5M | $1.2M | $4.8M |
| 2022 | 442 | $47.6M | $1.4M | $5.2M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | ACCOUNTANT/AUDITOR | $25,400 | — | $25,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,400
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 | -$4,911 | $1,445 | — | — | — |
| 2024 | $27,426 | $2,302 | — | $25,400 | — |
| 2023 | $19,912 | $362 | — | $17,000 | — |
| 2022 | $16,737 | — | — | — | — |