# Iex Group, INC 401(k) Plan
Source: https://planprovider.pro/companies/iex-group-inc-401k-plan

> Iex Group, INC's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iex Group, INC

- **Sponsor EIN:** 800772845

- **Sponsor Address:** 3 WORLD TRADE CENTER, NEW YORK, NY, 10007

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

- **Total Participants:** 162

- **Total Assets:** $27.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|162|$27.5M|$799,189|$2.9M|

| 2023|193|$22.1M|$926,550|$3.2M|

| 2022|202|$15.1M|$851,675|$2.3M|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISORY-PLAN|$50,956|—|$50,956|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$37,425|—|$37,425|

| BDO|AUDIT|$30,200|—|$30,200|

| FUTUREPLAN BY ASCENSUS|RECORDKEEPER|$6,518|$30|$6,548|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY-PLAN

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BDO](https://planprovider.pro/provider/bdo-usa-pc) — AUDIT

- [FUTUREPLAN BY ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,129

- **Estimated Expense Ratio:** 0.456% 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|$176,675|—|$176,675|—|—|

| 2023|$151,918|—|$151,918|—|—|

| 2022|$70,800|—|—|—|$70,800|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iex-group-inc-401k-plan)

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