Plan Snapshot
- Plan Sponsor: Iaa Holdings LLC.
- Sponsor EIN: 831030538
- Sponsor Address: TWO WESTBROOK CORPORATE CENTER, WESTCHESTER, IL, 60154
- Plan Type: 401(k)
- Total Participants: 3,829
- Total Assets: $291.9M
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. |
|---|---|---|---|---|
| 2023 | 3,829 | $291.9M | $5.7M | $11.4M |
| 2022 | 3,697 | $126.7M | $5.7M | $10.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $178,424 | — | $178,424 |
| MESIROW FINANCIAL, INC. | INVESTMENT ADVISOR | $70,000 | — | $70,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $29,578 | — | $29,578 |
| GRANT THORTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- MESIROW FINANCIAL, INC. — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GRANT THORTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $278,002
- Estimated Expense Ratio: 0.095% of plan assets
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 |
|---|---|---|---|---|---|
| 2023 | $139,010 | $89,221 | $300 | — | — |
| 2022 | $122,311 | $81,859 | — | — | — |