Plan Snapshot
- Plan Sponsor: Inhance Technologies, LLC
- Sponsor EIN: 200149703
- Sponsor Address: 22008 NORTH BERWICK, HOUSTON, TX, 77095
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 301 | $20.8M | $1.1M | $1.4M |
| 2023 | 345 | $18.5M | $945,469 | $1.3M |
| 2022 | 212 | $11.9M | $612,440 | $818,405 |
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 |
|---|---|---|---|---|
| RILEY AND COMPANY, PLLC | Auditor | $5,567 | — | $5,567 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RILEY AND COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,567
- Estimated Expense Ratio: 0.027% 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 | $73,891 | $37,992 | — | $5,567 | — |
| 2023 | $67,304 | $38,637 | $300 | $3,000 | — |
| 2022 | $19,225 | — | $19,225 | — | — |