Plan Snapshot
- Plan Sponsor: Eis Group INC.
- Sponsor EIN: 262956885
- Sponsor Address: 4 EMBARCADERO CENTER SUITE 3410, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $22.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $22.6M | $0 | $1.7M |
| 2023 | 171 | $21.4M | $0 | $2.2M |
| 2022 | 261 | $17.7M | $0 | $2.6M |
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 |
|---|---|---|---|---|
| OSAIC WELTH | Investment Advisor | — | $95,629 | $95,629 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $64,019 | — | $64,019 |
| WOODBURY FINANCIAL | Investment Advisor | — | $13,976 | $13,976 |
| GOLDEN GATE RETIREMENT CONSULTANTS | Recordkeeper | — | $9,999 | $9,999 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,623
- Estimated Expense Ratio: 0.814% 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 | $61,565 | — | — | — | — |
| 2023 | $57,889 | — | $56,543 | — | — |
| 2022 | $53,512 | — | $53,512 | — | — |