# Isun, INC. 401(k) Plan
Source: https://planprovider.pro/companies/isun-inc-401k-plan

> Isun, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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