# Fineos Corporation 401(k) Plan
Source: https://planprovider.pro/companies/fineos-corporation-401k-plan

> Fineos Corporation's 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fineos Corporation

- **Sponsor EIN:** 043512701

- **Sponsor Address:** 756 W PEACHTREE ST NW, ATLANTA, GA, 30308

- **Plan Type:** 401(k)

- **Total Participants:** 191

- **Total Assets:** $31.3M

## 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.|

| 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|

| STOWE & DEGON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STOWE & DEGON LLC](https://planprovider.pro/provider/stowe-and-degon-llc) — Auditor

## 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|$124,898|—|$124,898|—|—|

| 2023|$97,892|—|$97,892|—|—|

| 2022|$72,173|—|$72,173|—|—|

## Similar Plans

- [Docebo NA INC.](https://planprovider.pro/companies/docebo-na-inc-401k-plan) — 189 participants

- [Deposco, INC.](https://planprovider.pro/companies/deposco-inc-401k-plan) — 186 participants

- [Pace-O-Matic INC.](https://planprovider.pro/companies/pace-o-matic-inc-401k-plan) — 173 participants

- [Kahua, INC.](https://planprovider.pro/companies/kahua-inc-401k-plan) — 169 participants

- [Ebix, INC.](https://planprovider.pro/companies/ebix-inc-401k-plan-001-1975) — 220 participants

- [Ganuch, INC.](https://planprovider.pro/companies/ganuch-inc-401k-plan) — 159 participants

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

© 2026 PlanProvider.Pro