Plan Snapshot
- Plan Sponsor: Ebix, INC.
- Sponsor EIN: 770021975
- Sponsor Address: ONE EBIX WAY, JOHNS CREEK, GA, 30097
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $47.2M
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 | 220 | $47.2M | $271,674 | $1.4M |
| 2023 | 419 | $52.8M | $438,577 | $2.3M |
| 2022 | 438 | $45.8M | $402,998 | $2.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $142,965 | $75,395 | $67,570 | — | — |
| 2023 | $134,949 | $71,798 | $63,151 | — | — |
| 2022 | $143,180 | $79,763 | $63,417 | — | — |