Plan Snapshot
- Plan Sponsor: Internal Drive, INC. Dba Id Tech
- Sponsor EIN: 770505298
- Sponsor Address: PO BOX 111720, CAMPBELL, CA, 95011
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $15.1M
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 | 272 | $15.1M | $330,857 | $799,421 |
| 2023 | 252 | $13.5M | $300,393 | $726,809 |
| 2022 | 338 | $11.5M | $255,822 | $912,611 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | Auditor | $11,500 | — | $11,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,500
- Estimated Expense Ratio: 0.076% of plan assets
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 | $2,103 | — | — | $11,500 | — |
| 2023 | $3,532 | — | — | $11,000 | — |
| 2022 | $19,248 | — | — | — | — |