# Inopex Management Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/inopex-management-services-inc-401k-plan

> Inopex Management Services, INC.'s 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inopex Management Services, INC.

- **Sponsor EIN:** 472422224

- **Sponsor Address:** 12015 RADIUM STREET, SAN ANTONIO, TX, 78216

- **Plan Type:** 401(k)

- **Total Participants:** 203

- **Total Assets:** $11.8M

## 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|203|$11.8M|$382,608|$801,329|

| 2023|174|$9.9M|$283,954|$643,666|

| 2022|122|$7.8M|$234,946|$527,575|

## 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|

| CALVETTI FERGUSON|Auditor|—|—|$0|

## 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|$3,786|$948|—|—|—|

| 2023|$2,393|$712|—|—|—|

| 2022|$47,266|$458|—|—|—|

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