Retirement plan

IN-SITU, INC. 401(K) PROFIT SHARING PLAN

Name: IN-SITU, INC. - IN-SITU, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: IN-SITU, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IN-SITU, INC. 401(K) PROFIT SHARING PLAN, IN-SITU, INC.

IN-SITU, INC.EIN 83-0245889Plan #001PY 2024

221 E. LINCOLN AVENUE - FORT COLLINS, CO 80524970-498-1500

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$20.2M

+17.1% from 2023

Total participants

266

-8.3% from 2023

Average account balance

$82,761

+31.9% from 2023

Annual return

13.29%

-9.12 pp from 2023

Benchmarks

See 4,099 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,099 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$20.19M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$83K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

244

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.29%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$40

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 8 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$9,807
ALLSPRING1 year Filed as: ALLSPRING GLOBAL FUNDS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105	Investment Management	$0
DIMENSIONAL FUND ADVISORS8 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL8 years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428	Investment Management	$0
PRUDENTIAL RETIREMENT INSURANCE AND7 years Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799	Investment Management	$0
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0
VICTORY8 years Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$10K

$52 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.049%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 331498605
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,761

$79,223+4.5%

$102,460-19.2%

$74,478+11.1%

Participation rate

88.4%

74.8%+13.6pp

76.5%+11.9pp

67.2%+21.1pp

Annual return

13.29%

54.98%-41.7pp

29.47%-16.2pp

1370.56%-1357.3pp

Employer contribution / active EE

$2,790

$2,363+18.1%

$3,025-7.8%

$2,626+6.2%

Participant deferral / active EE

$9,660

$4,417+118.7%

$5,056+91.1%

$4,350+122.1%

Admin fee / account holder

$40

$2,003-98.0%

$9,460-99.6%

$1,946-97.9%

Provider

Service type

Compensation

T ROWE PRICE RPS INC10+ years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$9,807

ALLSPRING1 year

Filed as: ALLSPRING GLOBAL FUNDS

Service code 28

525 MARKET STREET · SAN FRANCISCO, CA 94105

Investment Management

DIMENSIONAL FUND ADVISORS8 years

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL8 years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

MORGAN STANLEY SMITH BARNEY3 years

Filed as: JP MORGAN FUNDS

Service code 28 · EIN 13-2624428

Investment Management

PRUDENTIAL RETIREMENT INSURANCE AND7 years

Filed as: PRUDENTIAL JENNISON

Service code 28 · EIN 22-3703799

Investment Management

T ROWE PRICE RPS INC7 years

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

VICTORY8 years

Filed as: VICTORY FUNDS

Service code 28 · EIN 13-2700161

Investment Management

IN-SITU, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IN-SITU, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion