Plan Snapshot
- Plan Sponsor: Imagineering Enterprises, INC.
- Sponsor EIN: 381655157
- Sponsor Address: 1302 WEST SAMPLE STREET, SOUTH BEND, IN, 466193834
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 179 | $9.2M | $252,636 | $558,017 |
| 2023 | 171 | $8.9M | $212,741 | $522,915 |
| 2022 | 143 | $8.0M | $205,418 | $486,545 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | Other Service Provider | $8,172 | — | $8,172 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | — | $7,844 | $7,844 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,016
- Estimated Expense Ratio: 0.174% 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 | $21,814 | — | $21,814 | — | — |
| 2023 | $15,525 | — | $15,525 | — | — |
| 2022 | $16,502 | — | $16,502 | — | — |