# Ageiss INC. 401(k) Plan
Source: https://planprovider.pro/companies/ageiss-inc-401k-plan

> Ageiss INC.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ageiss INC.

- **Sponsor EIN:** 841097542

- **Sponsor Address:** P.O. BOX 6126, LONGMONT, CO, 80501

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

- **Total Participants:** 98

- **Total Assets:** $10.3M

## 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|98|$10.3M|$139,410|$556,054|

| 2023|107|$9.8M|$165,877|$738,605|

| 2022|134|$10.4M|$226,924|$799,148|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$31,159|$181|$31,340|

| USI ADVISORS, INC.|NONE|$24,033|—|$24,033|

| JDS PROFESSIONAL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,373

- **Estimated Expense Ratio:** 0.540% 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|$55,192|$24,033|$31,159|—|—|

| 2023|$56,484|$24,745|$31,739|—|—|

| 2022|$69,776|—|$69,776|—|—|

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