Plan Snapshot
- Plan Sponsor: Identity Group Holdings Corp.
- Sponsor EIN: 261401165
- Sponsor Address: 1480 GOULD DR, COOKEVILLE, TN, 385064152
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 169 | $14.0M | $50,233 | $464,025 |
| 2023 | 193 | $13.3M | $56,663 | $492,056 |
| 2022 | 212 | $11.9M | $33,176 | $514,344 |
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 |
|---|---|---|---|---|
| CARR RIGGS AND INGRAM | Auditor | — | — | $0 |
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 | $5,605 | $1,911 | — | — | — |
| 2023 | $5,153 | $3,172 | — | — | — |
| 2022 | $7,647 | $3,147 | — | — | — |