Plan Snapshot
- Plan Sponsor: Fineos Corporation
- Sponsor EIN: 043512701
- Sponsor Address: 756 W PEACHTREE ST NW, ATLANTA, GA, 30308
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 239
- Total Assets: $38.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 239 | $38.3M | $0 | $0 |
| 2024 | 191 | $31.3M | $1.4M | $2.7M |
| 2023 | 230 | $25.3M | $1.4M | $2.8M |
| 2022 | 243 | $18.1M | $1.6M | $2.9M |
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 |
|---|---|---|---|---|
| MARINER WEALTH ADVISORS | Other Service Provider | — | $57,853 | $57,853 |
| ASCENSUS | Recordkeeper | — | $19,330 | $19,330 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $12,879 | — | $12,879 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,062
- Estimated Expense Ratio: 0.235% 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 |
|---|---|---|---|---|---|
| 2025 | $1,750,914 | — | $114,939 | — | — |
| 2024 | $124,898 | — | $124,898 | — | — |
| 2023 | $97,892 | — | $97,892 | — | — |
| 2022 | $72,173 | — | $72,173 | — | — |