Plan Snapshot
- Plan Sponsor: Isys Technologies
- Sponsor EIN: 841158586
- Sponsor Address: 1221 WEST MINERAL AVE, STE 201, LITTLETON, CO, 801204554
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $12.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 231 | $12.7M | $379,486 | $1.2M |
| 2023 | 198 | $10.6M | $325,023 | $974,512 |
| 2022 | 188 | $8.4M | $279,190 | $801,975 |
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 |
|---|---|---|---|---|
| OLSON REYES AND SAUERWEIN LLC | SERVICE PROVIDER | $11,386 | — | $11,386 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $6,889 | — | $6,889 |
| ASCENSUS | TPA | — | $5,663 | $5,663 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — TPA
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,938
- Estimated Expense Ratio: 0.189% 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 | $20,083 | — | $20,083 | — | — |
| 2023 | $17,436 | — | $17,436 | — | — |
| 2022 | $8,873 | — | $8,873 | — | — |