Plan Snapshot
- Plan Sponsor: Ingenico, INC.
- Sponsor EIN: 880117097
- Sponsor Address: 3025 WINDWARD PLAZA SUITE 600, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $35.9M
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 | 209 | $35.9M | $544,972 | $2.4M |
| 2023 | 262 | $32.7M | $595,640 | $2.3M |
| 2022 | 247 | $28.3M | $704,444 | $2.8M |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | Investment Advisor | $51,029 | — | $51,029 |
| HANCOCK ASKEW & CO., LLP | Other Service Provider | $19,000 | — | $19,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $11,752 | — | $11,752 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,376 | — | $5,376 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,157
- Estimated Expense Ratio: 0.243% 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 | $87,267 | $56,405 | $19,000 | — | — |
| 2023 | $47,676 | $44,051 | — | — | — |
| 2022 | $129,376 | — | $129,376 | — | — |