Department of Labor filing

IRS SIRRUS, LLC/CCS SOUTH FLORIDA,

ACCLARA SOLUTIONS, LLC RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2023

Public filing 2023 · received Nov 19, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,699

Reported employer contributions per active participant.

Higher than about 85% of comparable plans

#People in the filing

2,413

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$154 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 3% of comparable plans

↗Investment performance

Not available

Plan assets changed 186.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202360out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions85th percentileTypical peer $317 · based on 158 comparable plans

Lower reported administrative expense3rd percentileTypical peer $27 · based on 161 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, IRS SIRRUS, LLC/CCS SOUTH FLORIDA, reported $4,099,827 in employer contributions across the plan and 2,413 active participants. That works out to $1,699 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 70.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $4,099,827
Participant contributions: $7,331,696
Other contributions: $1,209,915
Employer share of reported contributions: 35.9%
Beginning assets: $18,981,550
Ending assets: $54,293,360
Ending net assets: $54,293,360
Ending liabilities: Not reported
Total income: $19,178,704
Total expenses: $4,553,586
Administrative expenses: $231,514
Participant loans: $412,290

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

Not reported

2023

$1,699

Plan-paid administrative expenses per participant

2022

$90

2023

$154

Active participants

2022

2023

2,413

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$1,699	2,413	54.3M	20241119152913NAL0001472899001
2022	Not reported	0	11.9M	20231013164402NAL0033923857001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 202556337-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 2019
Industry: Administrative and support services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
TRANSAMERICA RETIREMENT SOLUTIONS	2023	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20241119152913NAL0001472899001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗