Plan Snapshot
- Plan Sponsor: Ise Labs, INC.
- Sponsor EIN: 770010579
- Sponsor Address: 46800 BAYSIDE PARKWAY, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $30.4M
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 | 210 | $30.4M | $527,631 | $1.5M |
| 2023 | 188 | $24.2M | $503,018 | $1.4M |
| 2022 | 155 | $18.1M | $386,934 | $1.1M |
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 |
|---|---|---|---|---|
| YULISHANA,INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YULISHANA,INC. — Auditor
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 | $6,205 | $4,918 | — | — | — |
| 2023 | $8,819 | $3,624 | — | $4,076 | — |
| 2022 | $2,922 | $2,284 | — | — | — |