Plan Snapshot
- Plan Sponsor: Experity, INC.
- Sponsor EIN: 412016532
- Sponsor Address: 8777 VELOCITY DRIVE, MACHESNEY PARK, IL, 61115
- Plan Type: 401(k)
- Total Participants: 563
- Total Assets: $47.5M
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 | 563 | $47.5M | $1.8M | $3.5M |
| 2023 | 603 | $41.2M | $1.8M | $3.5M |
| 2022 | 631 | $31.0M | $2.2M | $4.3M |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $15,307 | — | $15,307 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $12,929 | $12,929 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,236
- Estimated Expense Ratio: 0.059% 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 | $15,295 | — | — | — | — |
| 2023 | $13,417 | — | — | — | — |
| 2022 | $12,003 | — | — | — | — |