Plan Snapshot
- Plan Sponsor: Inficon INC.
- Sponsor EIN: 161591542
- Sponsor Address: TWO TECHNOLOGY PLACE, EAST SYRACUSE, NY, 130579714
- Plan Type: 401(k)
- Total Participants: 610
- Total Assets: $136.9M
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 | 610 | $136.9M | $4.2M | $6.2M |
| 2023 | 491 | $110.9M | $3.8M | $5.3M |
| 2022 | 496 | $91.6M | $2.9M | $4.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $27,185 | — | $27,185 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $24,852 | — | $24,852 |
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,037
- Estimated Expense Ratio: 0.038% 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 | $52,037 | $27,185 | — | — | — |
| 2023 | $49,618 | $21,011 | $300 | — | — |
| 2022 | $55,368 | $18,184 | — | — | — |