Plan Snapshot
- Plan Sponsor: Infotree Global Solutions Corp
- Sponsor EIN: 824043247
- Sponsor Address: 215 ANN ARBOR ROAD SUITE 304, PLYMOUTH, MI, 48170
- Plan Type: 401(k)
- Total Participants: 619
- Total Assets: $2.0M
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 | 619 | $2.0M | $0 | $967,868 |
| 2023 | 470 | $1.4M | $0 | $820,898 |
| 2022 | 452 | $890,936 | $0 | $643,706 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $8,474 | — | $8,474 |
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $8,219 | — | $8,219 |
| 401K GENERATION | CONTRACT ADMINISTRATOR | $6,739 | — | $6,739 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,432
- Estimated Expense Ratio: 1.190% 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 | $24,529 | $8,523 | $15,146 | — | — |
| 2023 | $18,343 | $5,572 | $11,911 | — | — |
| 2022 | $14,331 | $3,603 | $10,728 | — | — |