# Isys Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/isys-solutions-inc-401k-plan

> Isys Solutions, INC.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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