Plan Snapshot
- Plan Sponsor: Infinitus Systems, INC
- Sponsor EIN: 833454433
- Sponsor Address: 340 BRANNAN ST, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $4.3M
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 | 163 | $4.3M | $418,218 | $1.4M |
| 2023 | 137 | $2.4M | $166,317 | $1.3M |
| 2022 | 83 | $673,239 | $46,663 | $486,065 |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | RECORDKEEPER | $16,135 | — | $16,135 |
| FRANK RIMERMAN & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — RECORDKEEPER
- FRANK RIMERMAN & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,135
- Estimated Expense Ratio: 0.375% 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 | $16,130 | $16,130 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |