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Original filing (PDF)20260312132305NAL0006387585001
ADP TOTALSOURCE, INC.
Form 5500
FILING_RECEIVED
ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
~11796 bps in Sched C feesNo recordkeeper disclosed14 service providers
Active participants
530,781
Accounts w/ balance
—
Plan assets (EOY)
$63.1M
Net assets (EOY)
$59.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 11796 bps in Schedule C fees — 73626% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADP TOTALSOURCE, INC..
Plan sponsor
Name
ADP TOTALSOURCE, INC.
EIN
59-3216484
Address
10200 SUNSET DRIVE · MIAMI, FL · 331733033
Phone
(305) 630-1000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP TOTALSOURCE, INC | 59-3216484 | — | PLAN ADMINISTRATOR | $13.0M | — |
Other
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBS SPECIALTY MARKETS LLC | 37-1731018 | — | NONE | $21.8M | — |
| TRUE BENEFIT LLC | 26-1344637 | — | NONE | $20.6M | — |
| MILLIMAN | 91-0675641 | — | NONE | $5.5M | — |
| ADVANCED TECH PLACEMENT | 84-4166143 | — | NONE | $5.1M | — |
| AGM TECH SOLUTIONS LLC | 82-4010206 | — | NONE | $2.9M | — |
| HEALTH ADVOCATE SOLUTIONS INC | 23-3080019 | — | NONE | $2.0M | — |
| CSI COMPANIES INC | 59-3270426 | — | NONE | $1.5M | — |
| OPTUMINSIGHT INC. | 41-1858498 | — | NONE | $940K | — |
| RR DONNELLEY INC | 16-0331690 | — | NONE | $414K | — |
| SUNDAYSKY INC. | 42-1767107 | — | NONE | $398K | — |
| CROWE HORWATH LLP | 35-0921680 | — | NONE | $136K | — |
| PROSKAUER ROSE LLP | 13-1840454 | — | NONE | $93K | — |
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $27K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.