Plan Snapshot
- Plan Sponsor: Isn Software Corporation
- Sponsor EIN: 752903718
- Sponsor Address: 3232 MCKINNEY AVENUE, DALLAS, TX, 75204
- Plan Type: 401(k)
- Total Participants: 579
- Total Assets: $96.5M
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 | 579 | $96.5M | $3.4M | $6.5M |
| 2023 | 535 | $78.7M | $2.9M | $5.7M |
| 2022 | 463 | $58.9M | $2.4M | $4.9M |
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 |
|---|---|---|---|---|
| HM&M GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HM&M GROUP, LLC — 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 | $66,262 | — | — | — | — |
| 2023 | $60,390 | — | — | — | — |
| 2022 | $57,807 | — | — | — | — |