Plan Snapshot
- Plan Sponsor: I Supply Company
- Sponsor EIN: 310515530
- Sponsor Address: 1255 SPANGLER ROAD, FAIRBORN, OH, 45324
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $11.1M
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 | 164 | $11.1M | $142,056 | $773,694 |
| 2023 | 164 | $9.8M | $145,176 | $772,399 |
| 2022 | 162 | $8.8M | $132,765 | $679,467 |
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 |
|---|---|---|---|---|
| BRADY WARE & SCHOENFELD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY WARE & SCHOENFELD, INC. — 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 | $23,109 | — | $23,109 | — | — |
| 2023 | $10,479 | — | — | — | — |
| 2022 | $9,482 | — | $9,482 | — | — |