# Idi Billing Solutions 401(k) Plan
Source: https://planprovider.pro/companies/idi-billing-solutions-401k-plan

> Idi Billing Solutions's 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Idi Billing Solutions

- **Sponsor EIN:** 161494521

- **Sponsor Address:** 7615 OMNITECH PL, VICTOR, NY, 14564

- **Plan Type:** 401(k)

- **Total Participants:** 134

- **Total Assets:** $42.7M

## 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|134|$42.7M|$371,076|$1.5M|

| 2023|144|$36.0M|$389,752|$1.4M|

| 2022|137|$29.3M|$371,382|$1.3M|

## 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|

| ALLIED CPAS, PC|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|$1,500|—|—|—|—|

| 2023|$1,650|—|—|—|—|

| 2022|$1,725|—|—|—|—|

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