Plan Snapshot
- Plan Sponsor: Idn Global, INC.
- Sponsor EIN: 362413371
- Sponsor Address: 860 W AIRPORT FREEWAY # 305, HURST, TX, 76054
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $25.7M
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 | 263 | $25.7M | $336,942 | $1.0M |
| 2023 | 242 | $24.7M | $310,673 | $1.0M |
| 2022 | 262 | $23.3M | $328,350 | $1.1M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | INVESTMENT ADVISOR | $43,809 | — | $43,809 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $13,095 | — | $13,095 |
| WARADY & DAVIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARADY & DAVIS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,904
- Estimated Expense Ratio: 0.222% 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 | $60,655 | $47,560 | — | — | — |
| 2023 | $56,901 | $45,998 | — | — | — |
| 2022 | $78,179 | $48,986 | $15,193 | — | $14,000 |