Plan Snapshot
- Plan Sponsor: Infinity Systems Engineering
- Sponsor EIN: 841346695
- Sponsor Address: 10855 HIDDEN POOL HEIGHTS,, COLORADO SPRINGS, CO, 80908
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $70.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 288 | $70.0M | $2.9M | $2.7M |
| 2023 | 291 | $59.0M | $2.7M | $2.4M |
| 2022 | 251 | $48.2M | $2.5M | $2.1M |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | $15,100 | — | $15,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,100
- Estimated Expense Ratio: 0.022% 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 | $177,299 | $94,040 | — | $15,100 | — |
| 2023 | $143,581 | $74,794 | — | $15,000 | — |
| 2022 | $151,217 | — | — | — | — |