Plan Snapshot
- Plan Sponsor: Isys Solutions, INC.
- Sponsor EIN: 954650014
- Sponsor Address: P.O. BOX 189, BREA, CA, 92822
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $15.0M | $661,378 | $1.3M |
| 2023 | 139 | $12.1M | $610,282 | $1.2M |
| 2022 | 106 | $8.5M | $432,506 | $887,424 |
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 |
|---|---|---|---|---|
| DAVID L. BUCK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L. BUCK, CPA — 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 | $90,776 | $59,248 | $800 | — | — |
| 2023 | $75,223 | $45,592 | $29,031 | — | — |
| 2022 | $60,152 | $36,116 | $23,436 | — | $600 |