# Experity, INC. 401(k) Plan
Source: https://planprovider.pro/companies/experity-inc-401k-plan

> Experity, INC.'s 401(k) plan: 563 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Metro Infectious Disease Consultant](https://planprovider.pro/companies/metro-infectious-disease-consultant-401k-plan) — 558 participants

- [Nephrology Associates Of Northern Illinois And Indiana](https://planprovider.pro/companies/nephrology-associates-of-northern-illinois-and-indiana-401k-plan) — 572 participants

- [Medical Management Professiona](https://planprovider.pro/companies/medical-management-professiona-401k-plan) — 529 participants

- [Rockford Orthopedic Associates, Ltd. Dba Orthoillinois](https://planprovider.pro/companies/rockford-orthopedic-associates-ltd-dba-orthoillinois-401k-plan) — 491 participants

- [Heart & Vascular Partners](https://planprovider.pro/companies/m-s-healthcare-management-llc-401k-plan) — 644 participants

- [Greater Family Health](https://planprovider.pro/companies/greater-family-health-401k-plan) — 407 participants

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

© 2026 PlanProvider.Pro