# Worksmart Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/worksmart-systems-inc-352060071-502

> Worksmart Systems, INC.'s 401(k) plan: 10,616 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Worksmart Systems, INC.

- **Sponsor EIN:** 352060071

- **Sponsor Address:** 8531 BASH ST., INDIANAPOLIS, IN, 46250

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 10,616

- **Total Assets:** $6.0M

## 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.|

| 2025|10,616|$6.0M|$0|$0|

| 2024|9,687|$4.8M|$57.2M|$26.9M|

| 2023|9,716|$5.2M|$49.7M|$24.3M|

| 2022|8,729|$3.9M|$39.7M|$20.5M|

## 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|

| ANTHEM INSURANCE COMPANIES|Other Service Provider|$827,122|$1,150,722|$1,977,844|

| MILLIMAN, INC.|Other Service Provider|$413,933|—|$413,933|

| DELTA DENTAL OF INDIANA|Recordkeeper|$264,574|—|$264,574|

| AETNA BEHAVIORAL HEALTH, LLC|Other Service Provider|$85,211|—|$85,211|

| WHARTON INSURANCE & FINANCIAL SERV|Other Service Provider|—|$11,325|$11,325|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,752,887

- **Estimated Expense Ratio:** 46.205% 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|$90,875,100|—|$885,820|—|—|

| 2024|$4,090,708|—|-$298,766|—|—|

| 2023|$5,401,043|—|$1,415,145|—|—|

| 2022|$5,183,935|—|$2,231,252|—|—|

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