Plan Snapshot
- Plan Sponsor: Isun, INC.
- Sponsor EIN: 472150172
- Sponsor Address: 1628 JOHN F. KENNEDY BLVD. STE 950, PHILADELPHIA, PA, 191032110
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 75 | $7.8M | $367,022 | $676,172 |
| 2023 | 226 | $9.0M | $564,469 | $1.1M |
| 2022 | 266 | $6.6M | $267,873 | $889,119 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $31,258 | — | $31,258 |
| BEDERSON LLP | CONTRACT ADMINISTRATOR | $24,975 | — | $24,975 |
| WORLD INVESTMENT ADVISORS, LLC | CONSULTANT | $23,284 | $14 | $23,298 |
| CHRISREMMERCPA@GMAIL.COM | PLAN ADMINSTRATOR | $19,999 | — | $19,999 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEDERSON LLP — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,530
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 |
|---|---|---|---|---|---|
| 2025 | $13,299 | — | $13,299 | — | — |
| 2024 | $99,516 | $35,787 | $56,233 | — | — |
| 2023 | $44,326 | $12,850 | $27,049 | — | — |
| 2022 | $4,729 | $298 | $4,431 | — | — |