# In-Situ, INC. 401(k) Plan
Source: https://planprovider.pro/companies/in-situ-inc-401k-plan

> In-Situ, INC.'s 401(k) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| T. ROWE PRICE RPS, INC.|NONE|$9,807|—|$9,807|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,807

- **Estimated Expense Ratio:** 0.049% 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|$9,807|—|—|—|—|

| 2023|$6,325|—|—|$6,325|—|

| 2022|$2,780|—|—|—|—|

| 2019|$1,250|—|—|—|—|

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