Plan Snapshot
- Plan Sponsor: Extenet Systems. INC.
- Sponsor EIN: 223876065
- Sponsor Address: 5844 JOHN HICKMAN PKWY, SUITE 600, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $27.4M
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 | 165 | $27.4M | $717,381 | $2.0M |
| 2023 | 237 | $25.4M | $879,251 | $2.1M |
| 2022 | 301 | $24.1M | $940,608 | $2.4M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $38,131 | — | $38,131 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,129 | — | $25,129 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,388 | — | $8,388 |
| SAVILLE CPAS AND ADVISORS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- SAVILLE CPAS AND ADVISORS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,648
- Estimated Expense Ratio: 0.261% 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 | $71,648 | $46,519 | $300 | — | — |
| 2023 | $67,324 | $44,846 | — | — | — |
| 2022 | $81,795 | $9,558 | — | — | — |