Plan Snapshot
- Plan Sponsor: Iat Insurance Group INC.
- Sponsor EIN: 561171691
- Sponsor Address: 4200 SIX FORKS RD, STE 1400, RALEIGH, NC, 276092681
- Plan Type: 401(k)
- Total Participants: 1,020
- Total Assets: $287.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,020 | $287.9M | $11.0M | $12.1M |
| 2023 | 1,005 | $252.0M | $10.6M | $11.6M |
| 2022 | 1,020 | $210.4M | $10.6M | $11.1M |
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 |
|---|---|---|---|---|
| JOHNSON LAMBERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON LAMBERT LLP — 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 | $11,297 | — | — | — | — |
| 2023 | -$2,816 | — | — | — | — |
| 2022 | -$63,953 | — | — | — | — |