Plan Snapshot
- Plan Sponsor: Innovative Service Technology Management Services, Incorporated
- Sponsor EIN: 582303739
- Sponsor Address: 1341 MORELAND AVE SE, ATLANTA, GA, 30316
- Plan Type: 401(k)
- Total Participants: 1,072
- Total Assets: $17.9M
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 | 1,072 | $17.9M | $389,190 | $2.5M |
| 2023 | 1,115 | $14.1M | $361,563 | $2.5M |
| 2022 | 1,031 | $10.3M | $365,641 | $2.0M |
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 |
|---|---|---|---|---|
| TOMKIEWICZ WRIGHT, LLC | Auditor | $4,725 | — | $4,725 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,725
- Estimated Expense Ratio: 0.026% 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 | $123,320 | $31,071 | $87,524 | $4,725 | — |
| 2023 | $103,084 | $26,450 | $54,306 | — | — |
| 2022 | $95,242 | $24,581 | $45,059 | — | $10,000 |