Plan Snapshot
- Plan Sponsor: Sensis, INC.
- Sponsor EIN: 202484749
- Sponsor Address: 1651 S CENTRAL AVE SUITE A, GLENDALE, CA, 91204
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $4.1M
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 | 120 | $4.1M | $66,261 | $575,513 |
| 2023 | 105 | $3.5M | $58,054 | $456,853 |
| 2022 | 117 | $2.5M | $52,239 | $462,942 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH - EPS | REGISTERED IN VESTMENT A | $22,929 | — | $22,929 |
| MERRILL LYNCH - FAS | REGISTERED IN VESTMENT A | $17,197 | — | $17,197 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,126
- Estimated Expense Ratio: 0.976% 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 | $69,442 | — | $69,442 | — | — |
| 2023 | $52,020 | — | $52,020 | — | — |
| 2022 | $40,128 | $22,017 | $18,111 | — | — |