Plan Snapshot
- Plan Sponsor: In-Situ, INC.
- Sponsor EIN: 830245889
- Sponsor Address: 221 E. LINCOLN AVENUE, FORT COLLINS, CO, 80524
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $20.2M
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 | 189 | $20.2M | $527,340 | $1.8M |
| 2023 | 234 | $17.3M | $530,873 | $1.8M |
| 2022 | 220 | $13.0M | $518,365 | $1.5M |
| 2019 | 151 | $8.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,807 | — | — | — | — |
| 2023 | $6,325 | — | — | $6,325 | — |
| 2022 | $2,780 | — | — | — | — |
| 2019 | $1,250 | — | — | — | — |