Plan Snapshot
- Plan Sponsor: Insperex Holdings LLC
- Sponsor EIN: 364366344
- Sponsor Address: 200 S. WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $50.0M
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 | 176 | $50.0M | $1.2M | $2.6M |
| 2023 | 177 | $44.6M | $702,597 | $2.9M |
| 2022 | 200 | $35.9M | $697,313 | $2.8M |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, P.C. | 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 | $38,136 | — | — | — | — |
| 2023 | $30,805 | — | — | — | — |
| 2022 | -$5,121 | — | — | — | — |