Plan Snapshot
- Plan Sponsor: Isg Technology, LLC
- Sponsor EIN: 481243689
- Sponsor Address: 12980 METCALF AVE., SUITE 550, OVERLAND PARK, KS, 66213
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 93 | $13.3M | $304,942 | $647,052 |
| 2023 | 94 | $11.1M | $265,523 | $631,728 |
| 2022 | 84 | $9.3M | $187,151 | $537,809 |
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 |
|---|---|---|---|---|
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, LLP — 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 | $40,592 | $18,745 | $1,632 | — | — |
| 2023 | $33,796 | — | $900 | — | — |
| 2022 | $38,042 | $29,269 | $8,773 | — | — |