Plan Snapshot
- Plan Sponsor: Individual Advocacy Group
- Sponsor EIN: 364057568
- Sponsor Address: 1289 WINDHAM PARKWAY, ROMEOVILLE, IL, 60446
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 496
- Total Assets: $4.8M
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 | 496 | $4.8M | $0 | $1.5M |
| 2023 | 453 | $3.5M | $0 | $1.1M |
| 2022 | 441 | $2.4M | $0 | $920,104 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $24,935 | — | $24,935 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,935
- Estimated Expense Ratio: 0.523% 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 | $24,935 | — | — | — | — |
| 2023 | $16,101 | — | — | — | — |
| 2022 | $13,495 | — | — | — | — |