Plan Snapshot
- Plan Sponsor: Independent Living Services INC.
- Sponsor EIN: 237167314
- Sponsor Address: 1615 INDEPENDENCE AVE, CONWAY, AR, 72034
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 376
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 376 | $3.1M | $253,107 | $193,573 |
| 2023 | 363 | $2.8M | $283,097 | $181,971 |
| 2022 | 358 | $2.5M | $257,481 | $181,369 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $2,952 | $6,305 | $9,257 |
| EDWARD D JONES AND CO | Other Service Provider | $9,044 | — | $9,044 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,301
- Estimated Expense Ratio: 0.583% 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 | $12,862 | $9,044 | $3,818 | — | — |
| 2023 | $12,064 | $8,037 | $4,027 | — | — |
| 2022 | $10,497 | $6,814 | $3,683 | — | — |