Plan Snapshot
- Plan Sponsor: Iea, INC.
- Sponsor EIN: 711039366
- Sponsor Address: 6505 MAPLESHADE LANE, DALLAS, TX, 75252
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $11.0M
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 | 153 | $11.0M | $371,268 | $1.0M |
| 2023 | 134 | $8.8M | $435,755 | $809,797 |
| 2022 | 112 | $6.6M | $336,891 | $719,324 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $50,494 | — | $50,494 |
| WELLS FARGO CLEARING SERVICES LLC | INVESTMENT ADVISORY | — | $23,485 | $23,485 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,979
- Estimated Expense Ratio: 0.675% 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 | $50,494 | — | $50,494 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |