Plan Snapshot
- Plan Sponsor: Ice Industries, INC.
- Sponsor EIN: 010572966
- Sponsor Address: 3810 HERR ROAD, SYLVANIA, OH, 435608925
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $14.3M
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. |
|---|---|---|---|---|
| 2024 | 364 | $14.3M | $6,011 | $794,593 |
| 2023 | 396 | $12.7M | $15,891 | $798,554 |
| 2022 | 351 | $11.0M | $18,029 | $898,548 |
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 |
|---|---|---|---|---|
| TFO WEALTH PARTNERS LLC | ADVISOR | $57,105 | — | $57,105 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $50,022 | — | $50,022 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TFO WEALTH PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,127
- Estimated Expense Ratio: 0.752% of plan assets
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 | $107,127 | $57,105 | — | — | — |
| 2023 | $112,791 | $49,672 | — | $19,000 | — |
| 2022 | $114,461 | — | — | — | — |