Plan Snapshot
- Plan Sponsor: Hendrix-Isa, LLC
- Sponsor EIN: 352523757
- Sponsor Address: 621 STEVENS ROAD, EPHRATA, PA, 17522
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $3.8M
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 | 133 | $3.8M | $250,735 | $409,707 |
| 2023 | 142 | $3.4M | $224,858 | $352,151 |
| 2022 | 152 | $2.6M | $177,182 | $265,971 |
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 |
|---|---|---|---|---|
| BROWN PLUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN PLUS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $33,268 | $29,584 | — | — | — |
| 2023 | $29,697 | $25,667 | — | — | — |
| 2022 | $25,704 | — | — | — | $25,704 |