Plan Snapshot
- Plan Sponsor: Integrated Statistics Incorporated
- Sponsor EIN: 200489197
- Sponsor Address: 16 SUMNER STREET, WOODS HOLE, MA, 02543
- 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. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $72,132 | $258,660 |
| 2023 | 64 | $5.0M | $111,489 | $329,314 |
| 2022 | 68 | $4.1M | $102,190 | $289,973 |
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 |
|---|---|---|---|---|
| SANDERS, WALSH & EATON CPAS, LLC | 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 | $32,530 | $13,087 | — | — | — |
| 2023 | $25,865 | $11,032 | — | — | — |
| 2022 | $30,040 | — | — | — | — |