Plan Snapshot
- Plan Sponsor: Intellisurvey, INC.
- Sponsor EIN: 330973672
- Sponsor Address: 20 PACIFICA, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $18.1M | $464,522 | $923,406 |
| 2023 | 111 | $14.7M | $453,044 | $934,416 |
| 2022 | 128 | $11.1M | $479,976 | $958,628 |
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 |
|---|---|---|---|---|
| BESTEN & DIERUF, PLLC | 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 | $736 | — | $736 | — | — |
| 2023 | $1,260 | — | $1,260 | — | — |
| 2022 | $720 | — | $720 | — | — |