Plan Snapshot
- Plan Sponsor: Iai North America, INC.
- Sponsor EIN: 540846186
- Sponsor Address: 13873 PARK CENTER RD, HERNDON, VA, 20171
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $15.0M
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 | 130 | $15.0M | $393,349 | $858,681 |
| 2023 | 109 | $11.9M | $314,613 | $631,903 |
| 2022 | 123 | $9.6M | $288,289 | $642,955 |
| 2020 | 100 | $12.7M | $353,804 | $785,392 |
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 |
|---|---|---|---|---|
| YHB | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YHB — 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 | $25,156 | $1,704 | — | — | — |
| 2023 | $18,055 | $890 | — | — | — |
| 2022 | $33,475 | $344 | — | — | — |
| 2020 | $2,129,354 | — | $15,260 | — | — |