Plan Snapshot
- Plan Sponsor: Ispot.Tv, INC.
- Sponsor EIN: 454786521
- Sponsor Address: 15831 NE 8TH STREET, BELLEVUE, WA, 980082916
- Plan Type: 401(k)
- Total Participants: 406
- Total Assets: $45.2M
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 | 406 | $45.2M | $1.5M | $6.3M |
| 2023 | 434 | $34.5M | $1.3M | $5.7M |
| 2022 | 380 | $21.7M | $1.1M | $4.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $54,854 | — | $54,854 |
| ALLIANT RETIREMENT SERVICES LLC | INVESTMENT ADVISOR | $47,281 | — | $47,281 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,785 | — | $12,785 |
| JONES & ROTH, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- JONES & ROTH, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,920
- Estimated Expense Ratio: 0.254% 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 | $114,920 | $60,066 | — | — | — |
| 2023 | $43,645 | $8,319 | — | — | — |
| 2022 | $34,825 | $5,843 | — | — | — |