# Individual Advocacy Group 401(k) Plan
Source: https://planprovider.pro/companies/individual-advocacy-group-364057568-001

> Individual Advocacy Group's 401(k) plan: 496 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

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