Plan Snapshot
- Plan Sponsor: Insurance Technologies, LLC
- Sponsor EIN: 203587415
- Sponsor Address: 539 WEST COMMERCE STREET #6200, DALLAS, TX, 75208
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 177 | $24.7M | $475,446 | $1.9M |
| 2023 | 171 | $27.1M | $556,828 | $2.2M |
| 2022 | 150 | $23.1M | $535,452 | $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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 |
|---|---|---|---|---|---|
| 2025 | $34,072 | $27,941 | — | — | — |
| 2024 | $41,902 | $36,309 | — | — | — |
| 2023 | $58,939 | — | — | — | — |
| 2022 | $76,274 | — | $76,274 | — | — |