# Ibex Hc, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ibex-hc-llc-401k-plan

> Ibex Hc, LLC's 401(k) plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/butler-and-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|—|—|—|

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