Plan Snapshot
- Plan Sponsor: I & S Group, INC.
- Sponsor EIN: 410995051
- Sponsor Address: 115 EAST HICKORY STREET SUITE 300, MANKATO, MN, 56001
- Plan Type: 401(k)
- Total Participants: 497
- Total Assets: $37.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 497 | $37.4M | $0 | $3.6M |
| 2023 | 487 | $31.2M | $0 | $3.3M |
| 2022 | 483 | $25.6M | $0 | $2.7M |
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 |
|---|---|---|---|---|
| ABDO SOLUTIONS | Auditor | — | — | $0 |
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 | $131,150 | $80,004 | — | — | — |
| 2023 | $75,069 | $49,809 | — | — | — |
| 2022 | $106,172 | — | — | — | — |