Plan Snapshot
- Plan Sponsor: Commissioning Agents INC
- Sponsor EIN: 351986486
- Sponsor Address: 1060 N CAPITOL AVENUE, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 449
- Total Assets: $172.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 449 | $172.6M | $11.1M | $4.3M |
| 2023 | 518 | $176.1M | $9.4M | $4.7M |
| 2022 | 580 | $161.7M | $12.2M | $4.7M |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER LLP — Auditor
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 | $128,957 | — | $128,957 | — | — |
| 2023 | $149,352 | — | $149,352 | — | — |
| 2022 | $146,991 | — | — | — | $146,991 |