Plan Snapshot
- Plan Sponsor: Getsales, INC.
- Sponsor EIN: 823981739
- Sponsor Address: 3900 N. CAPITAL OF TEXAS HWY STE 50, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $927,064
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 | 176 | $927,064 | $0 | $472,868 |
| 2023 | 227 | $540,780 | $0 | $476,459 |
| 2022 | 129 | $110,091 | $0 | $100,890 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $6,214 | — | $6,214 |
| PEGGY S. EDGE, CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEGGY S. EDGE, CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,214
- Estimated Expense Ratio: 0.670% 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 | $10,135 | $3,921 | — | — | — |
| 2023 | $4,428 | $1,617 | — | — | — |
| 2022 | — | — | — | — | — |