Plan Snapshot
- Plan Sponsor: Foursight Capital, LLC
- Sponsor EIN: 460630023
- Sponsor Address: FOURSIGHT CAPITAL PO BOX 45026, SLC, UT, 84145
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $117,948 | $257,186 |
| 2023 | 189 | $9.2M | $388,339 | $1.0M |
| 2022 | 175 | $7.2M | $462,352 | $1.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $7,773 | — | $7,773 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,773
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 | $47,894 | — | — | $7,773 | — |
| 2023 | $53,044 | $24,304 | — | — | — |
| 2022 | $50,673 | — | $50,673 | — | — |