# Photon Infotech INC 401(k) Plan
Source: https://planprovider.pro/companies/photon-infotech-inc-401k-plan

> Photon Infotech INC's 401(k) plan: 502 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Photon Infotech INC

- **Sponsor EIN:** 260106960

- **Sponsor Address:** 4835 LYNDON B JOHNSON FWY, DALLAS, TX, 752446050

- **Plan Type:** 401(k)

- **Total Participants:** 502

- **Total Assets:** $5.5M

## 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|502|$5.5M|$0|$1.8M|

| 2023|583|$3.7M|$0|$1.5M|

| 2022|566|$2.0M|$0|$897,743|

## 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|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$18,133|—|$18,133|

| PENTEGRA RETIREMENT SERVICES-TPA|TPA ADMINISTRATOR|$12,467|—|$12,467|

| CHUGH CPA'S LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,600

- **Estimated Expense Ratio:** 0.558% 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|$30,599|—|—|—|—|

| 2023|$21,804|—|—|—|—|

| 2022|$17,106|$17,106|—|—|—|

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