Plan Snapshot
- Plan Sponsor: Incobrasa Industries, Ltd.
- Sponsor EIN: 371344471
- Sponsor Address: PO BOX 98, GILMAN, IL, 609380098
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $9.6M
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 | 212 | $9.6M | $532,527 | $764,225 |
| 2023 | 207 | $7.6M | $437,009 | $619,028 |
| 2022 | 201 | $5.7M | $248,715 | $503,273 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $66,979 | — | $66,979 | — | — |
| 2023 | $58,675 | — | $58,675 | — | — |
| 2022 | $49,766 | $266 | $49,500 | — | — |