Plan Snapshot
- Plan Sponsor: Ibex Hc, LLC
- Sponsor EIN: 271527643
- Sponsor Address: 2857 WESTPORT ROAD, CHARLOTTE, NC, 28208
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $34.1M
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. |
|---|---|---|---|---|
| 2024 | 379 | $34.1M | $861,423 | $3.2M |
| 2023 | 326 | $26.8M | $761,933 | $2.6M |
| 2022 | 298 | $20.6M | $655,158 | $2.3M |
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 |
|---|---|---|---|---|
| BUTLER & STOWE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUTLER & STOWE — 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 | -$12,618 | $1,476 | — | — | — |
| 2023 | -$287 | $1,302 | — | — | — |
| 2022 | $1,142 | $967 | — | — | — |