Plan Snapshot
- Plan Sponsor: Netrix, LLC
- Sponsor EIN: 364413678
- Sponsor Address: 2801 LAKESIDE DR., BANNOCKBURN, IL, 60015
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $45.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 341 | $45.5M | $922,496 | $3.0M |
| 2023 | 423 | $41.4M | $1.1M | $3.7M |
| 2022 | 528 | $33.6M | $1.1M | $3.6M |
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 |
|---|---|---|---|---|
| PLANTE MORAN | Auditor | — | — | $0 |
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 | $6,789 | $339 | $5,400 | — | — |
| 2023 | $6,250 | — | $6,250 | — | — |
| 2022 | $4,400 | — | $4,400 | — | — |