Plan Snapshot
- Plan Sponsor: Ibi Group
- Sponsor EIN: 953268721
- Sponsor Address: 18401 VON KARMAN AVE. SUITE 300, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $1.0M | $4.8M |
| 2022 | 611 | $62.2M | $720,973 | $4.3M |
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 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE | SERVICE PROVIDER | $163,449 | — | $163,449 |
| MERCER INVESTMENT MANAGEMENT, INC. | ADVISOR | $48,750 | — | $48,750 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $28,967 | — | $28,967 |
| JLK ROSENBERGER | ACCOUNTANT | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $256,666
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 | $168,310 | $67,584 | — | $16,000 | — |
| 2022 | $187,139 | — | $187,139 | — | — |