# Commissioning Agents INC 401(k) Plan
Source: https://planprovider.pro/companies/commissioning-agents-inc-401k-plan

> Commissioning Agents INC's 401(k) plan: 449 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIRST MERCHANTS PRIVATE WEALTH ADVI|TRUSTEE, TPA|$128,957|—|$128,957|

| 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](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,957

- **Estimated Expense Ratio:** 0.075% 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|$128,957|—|$128,957|—|—|

| 2023|$149,352|—|$149,352|—|—|

| 2022|$146,991|—|—|—|$146,991|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/commissioning-agents-inc-401k-plan)

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