# Independent Options, INC. 401(k) Plan
Source: https://planprovider.pro/companies/independent-options-inc-330048519-001

> Independent Options, INC.'s 401(k) plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Independent Options, INC.

- **Sponsor EIN:** 330048519

- **Sponsor Address:** 391 CORPORATE TERRACE CIRCLE, CORONA, CA, 92879

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

- **Plan Number:** 001

- **Total Participants:** 366

- **Total Assets:** $8.0M

## 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:** No

## Plan Financials by Year

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

| 2024|366|$8.0M|$188,973|$458,680|

| 2023|343|$7.2M|$174,698|$440,675|

| 2022|333|$5.9M|$156,714|$405,835|

## 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|

| STUART J. SCHNEIDER, CPA|Other Service Provider|$5,975|—|$5,975|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,975

- **Estimated Expense Ratio:** 0.075% 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|$25,538|—|$19,563|$5,975|—|

| 2023|$24,163|—|$17,938|$6,225|—|

| 2022|$25,394|—|$15,894|—|$9,500|

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