Plan Snapshot
- Plan Sponsor: Shamir Insight, INC.
- Sponsor EIN: 954484968
- Sponsor Address: 9938 VIA PASAR, SAN DIEGO, CA, 921264559
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 79 | $12.4M | $516,572 | $729,509 |
| 2023 | 76 | $10.5M | $473,403 | $695,652 |
| 2022 | 70 | $7.8M | $409,863 | $566,883 |
| 2020 | 74 | $8.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| EQUITABLE | RECORD KEEPER | $51,950 | $17,089 | $69,039 |
| EISNERAMPER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EQUITABLE — RECORD KEEPER
- EISNERAMPER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,039
- Estimated Expense Ratio: 0.555% 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 | $52,234 | — | $52,234 | — | — |
| 2023 | $44,316 | — | $44,316 | — | — |
| 2022 | $41,180 | — | $41,180 | — | — |
| 2020 | $42,949 | — | $42,949 | — | — |