Plan Snapshot
- Plan Sponsor: Nisum Technologies, INC.
- Sponsor EIN: 330941881
- Sponsor Address: 500 S KRAEMER BLVD STE 301, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 263 | $17.6M | $266,551 | $2.3M |
| 2023 | 281 | $14.7M | $287,383 | $2.2M |
| 2022 | 310 | $10.4M | $273,863 | $2.3M |
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 |
|---|---|---|---|---|
| CHUGH CPAS LLP | 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 | $61,547 | $33,915 | — | — | — |
| 2023 | $64,547 | $23,790 | — | — | — |
| 2022 | $51,038 | — | — | — | — |