# Shamir Insight, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shamir-insight-inc-plan

> Shamir Insight, INC.'s 401(k) plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/equitable) — RECORD KEEPER

- [EISNERAMPER, LLP](https://planprovider.pro/provider/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|—|—|

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