Plan Snapshot
- Plan Sponsor: Adisseo Usa, INC.
- Sponsor EIN: 611402134
- Sponsor Address: 4501 NORTH POINT PARKWAY, ALPHARETTA, GA, 30022
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $21.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 75 | $21.6M | $1.1M | $987,644 |
| 2023 | 121 | $23.9M | $1.1M | $1.0M |
| 2022 | 116 | $20.4M | $1.1M | $1.0M |
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 |
|---|---|---|---|---|
| TRIAS ADVISORS, INC. | INVESTMENT/FINANCIAL ADVI | $11,158 | — | $11,158 |
| ADP, INC. | RECORD KEEPER | $7,435 | — | $7,435 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRIAS ADVISORS, INC. — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,593
- Estimated Expense Ratio: 0.086% 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 | $18,594 | $11,158 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |