Plan Snapshot
- Plan Sponsor: Insitu, INC.
- Sponsor EIN: 911641766
- Sponsor Address: 118 E. COLUMBIA RIVER WAY, BINGEN, WA, 98605
- Plan Type: 401(k)
- Total Participants: 527
- Total Assets: $144.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 527 | $144.0M | $2.5M | $6.0M |
| 2023 | 593 | $149.2M | $3.3M | $7.9M |
| 2022 | 798 | $129.9M | $3.4M | $8.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $195,092 | $98,927 | $96,165 | — | — |
| 2023 | $189,308 | $90,510 | $98,798 | — | — |
| 2022 | $188,107 | $90,947 | $97,160 | — | — |