Plan Snapshot
- Plan Sponsor: Insightec INC
- Sponsor EIN: 391948614
- Sponsor Address: 4851 LYNDON B JOHNSON FWY STE 300, DALLAS, TX, 752446047
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $12.3M
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 | 141 | $12.3M | $738,865 | $1.5M |
| 2023 | 156 | $11.7M | $836,779 | $1.7M |
| 2022 | 172 | $9.0M | $757,094 | $1.5M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | $3,691 | — | $3,691 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,691
- Estimated Expense Ratio: 0.030% 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 | $70,257 | $32,934 | $32,672 | $3,691 | — |
| 2023 | $57,712 | $28,126 | $29,106 | — | — |
| 2022 | $44,718 | $24,252 | $20,466 | — | — |