# Flexware Innovation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/flexware-innovation-inc-401k-plan

> Flexware Innovation, INC.'s 401(k) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Flexware Innovation, INC.

- **Sponsor EIN:** 351989757

- **Sponsor Address:** 12 MUNICIPAL DRIVE, FISHERS, IN, 46038

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

- **Total Participants:** 197

- **Total Assets:** $19.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|197|$19.7M|$921,636|$2.2M|

| 2023|171|$15.2M|$769,718|$1.8M|

| 2022|150|$10.8M|$605,356|$1.3M|

## 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|

| JARRED BUNCH CONSULTING|INVESTMENT/FINANCIAL ADVI|$43,062|—|$43,062|

| ADP, INC.|RECORD KEEPER|$37,584|—|$37,584|

| DULIN WARD & DEWALD INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [DULIN WARD & DEWALD INC.](https://planprovider.pro/provider/dulin-ward-and-dewald-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $80,646

- **Estimated Expense Ratio:** 0.410% 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|$80,646|$43,062|—|—|—|

| 2023|$61,228|$31,115|—|—|—|

| 2022|$49,559|—|—|—|—|

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