# Isys Technologies 401(k) Plan
Source: https://planprovider.pro/companies/isys-technologies-401k-plan

> Isys Technologies's 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ascensus-llc) — 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|—|—|

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