Plan Snapshot
- Plan Sponsor: Colinx
- Sponsor EIN: 571112798
- Sponsor Address: 1 INDEPENDENCE POINTE, GREENVILLE, SC, 29615
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,093
- Total Assets: $61.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,093 | $61.5M | $0 | $0 |
| 2024 | 956 | $51.2M | $2.4M | $2.9M |
| 2023 | 992 | $44.4M | $2.4M | $2.8M |
| 2022 | 1,040 | $36.9M | $2.3M | $2.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $43,760 | — | $43,760 |
| COMPERIO RETIREMENT CONSULTING, IN | Other Service Provider | $21,632 | — | $21,632 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $20,516 | — | $20,516 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,908
- Estimated Expense Ratio: 0.140% 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 |
|---|---|---|---|---|---|
| 2025 | $4,656,435 | $20,516 | — | — | — |
| 2024 | $61,731 | $14,596 | — | — | — |
| 2023 | $70,593 | $15,149 | — | — | — |
| 2022 | $74,318 | $14,232 | — | — | — |