Plan Snapshot
- Plan Sponsor: Infrastructure Consulting & Engineering, PLLC
- Sponsor EIN: 453175330
- Sponsor Address: 110 MIDLANDS COURT, WEST COLUMBIA, SC, 29169
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $56.0M
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 | 535 | $56.0M | $1.9M | $4.6M |
| 2023 | 479 | $42.0M | $1.6M | $3.7M |
| 2022 | 415 | $31.7M | $1.5M | $3.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $66,159 | — | $66,159 |
| AMERIPRISE FINANCIAL SERVICES INC | ADVISOR | $51,449 | — | $51,449 |
| FINTRUST CAPITAL ADV DBA FINTRUST | ADVISOR | $21,196 | — | $21,196 |
| STAMBAUGH NESS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- AMERIPRISE FINANCIAL SERVICES INC — ADVISOR
- STAMBAUGH NESS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,804
- Estimated Expense Ratio: 0.248% 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 | $138,804 | $72,645 | — | — | — |
| 2023 | $119,406 | $51,774 | — | — | — |
| 2022 | $110,061 | — | — | — | — |