Plan Snapshot
- Plan Sponsor: Ingenesis, INC.
- Sponsor EIN: 742963430
- Sponsor Address: 18756 STONE OAK PARKWAY SUITE 200, SAN ANTONIO, TX, 78258
- Plan Type: 401(k)
- Total Participants: 1,057
- Total Assets: $12.5M
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 | 1,057 | $12.5M | $0 | $1.4M |
| 2023 | 993 | $10.6M | $0 | $1.3M |
| 2022 | 1,099 | $9.4M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| BDO USA,P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA,P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $94,793 | $19,488 | $59,355 | — | — |
| 2023 | $85,386 | $73,245 | — | — | — |
| 2022 | $74,410 | — | $66,835 | — | — |