Plan Snapshot
- Plan Sponsor: Entisys Solutions, INC.
- Sponsor EIN: 680422147
- Sponsor Address: 1855 GATEWAY BOULEVARD SUITE 730, CONCORD, CA, 94520
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $25.8M
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. |
|---|---|---|---|---|
| 2024 | 216 | $25.8M | $249,956 | $2.7M |
| 2023 | 244 | $21.6M | $240,434 | $2.6M |
| 2022 | 219 | $16.7M | $284,224 | $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 |
|---|---|---|---|---|
| ABBOTT, STRINGHAM AND LYNCH | Auditor | — | — | $0 |
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 | $96,173 | — | $96,173 | — | — |
| 2023 | $36,961 | — | — | — | — |
| 2022 | $25,767 | $23,174 | $1,393 | — | — |