# Independent Living Services INC. 403(b) Plan
Source: https://planprovider.pro/companies/independent-living-services-inc-237167314-001

> Independent Living Services INC.&#39;s 403(b) plan: 376 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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