Plan Snapshot
- Plan Sponsor: Inflexionpoint
- Sponsor EIN: 872989487
- Sponsor Address: 3535 ROUTE 66, NEPTUNE, NJ, 07753
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 94 | $17.3M | $199,773 | $781,215 |
| 2023 | 123 | $16.5M | $161,627 | $645,968 |
| 2022 | 100 | $13.1M | $133,744 | $550,665 |
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 |
|---|---|---|---|---|
| JOSEPH J LYONS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,403 | $10,169 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |