# Hendrix-Isa, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hendrix-isa-llc-401k-plan

> Hendrix-Isa, LLC&#39;s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hendrix-isa-llc-401k-plan)

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