# Ibi Group 401(k) Plan
Source: https://planprovider.pro/companies/ibi-group-401k-plan

> Ibi Group's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## 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](https://planprovider.pro/provider/jlk-rosenberger-llp) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibi-group-401k-plan)

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