Plan Snapshot
- Plan Sponsor: Iea, INC.
- Sponsor EIN: 273298430
- Sponsor Address: 6505 MAPLESHADE LANE, DALLAS, TX, 72752
- Plan Type: DC
- Total Participants: 123
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $1.8M | $0 | $0 |
| 2023 | 82 | $1.7M | $187,268 | $0 |
| 2022 | 71 | $1.5M | $100,000 | $0 |
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 | RECORDKEEPER/BOOKKEEPER | $11,655 | — | $11,655 |
| TOP FLIGHT WEALTH | INVESTMENT MANAGEMENT | $10,272 | — | $10,272 |
| KATZEN MARSHALL | VALUATION SERVICES | $6,000 | — | $6,000 |
| 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: $27,927
- Estimated Expense Ratio: 1.542% 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 | $27,928 | $10,272 | $11,656 | — | — |
| 2023 | $55,444 | — | $10,903 | — | — |
| 2022 | $53,215 | — | $10,488 | — | — |