Plan Snapshot
- Plan Sponsor: Ingo Money, INC
- Sponsor EIN: 582646945
- Sponsor Address: 11545 WILLS ROAD, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $14.1M
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 | 208 | $14.1M | $489,943 | $990,950 |
| 2023 | 222 | $10.8M | $463,368 | $929,116 |
| 2022 | 229 | $8.4M | $449,271 | $903,035 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $83,794 | — | $83,794 |
| SBHU/MORGAN STANLEY SMITH BARNEY | BROKER | — | $35,608 | $35,608 |
| FUTUREPLAN BY ASCENSUS, LLC | RECORDKEEPER | $15,400 | $15 | $15,415 |
| ROSS LANE & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- SBHU/MORGAN STANLEY SMITH BARNEY — BROKER
- FUTUREPLAN BY ASCENSUS, LLC — RECORDKEEPER
- ROSS LANE & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,817
- Estimated Expense Ratio: 0.959% 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 | $99,361 | — | $99,361 | — | — |
| 2023 | $73,784 | — | $73,784 | — | — |
| 2022 | $71,221 | — | $71,221 | — | — |