Plan Snapshot
- Plan Sponsor: In Bios International, INC.
- Sponsor EIN: 911791824
- Sponsor Address: 307 WESTLAKE AVENUE N 300, SEATTLE, WA, 98109
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 73
- Total Assets: $6.0M
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. |
|---|---|---|---|---|
| 2025 | 73 | $6.0M | $160,068 | $566,833 |
| 2024 | 97 | $5.0M | $153,096 | $535,085 |
| 2023 | 94 | $4.0M | $166,926 | $553,037 |
| 2022 | 102 | $2.9M | $151,651 | $492,953 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $20,713 | — | $20,713 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $11,261 | — | $11,261 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,974
- Estimated Expense Ratio: 0.534% 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 |
|---|---|---|---|---|---|
| 2025 | $675,813 | — | — | — | — |
| 2024 | $32,058 | $20,797 | — | — | — |
| 2023 | $5,964 | — | — | — | — |
| 2022 | $155,818 | — | — | — | — |