Plan Snapshot
- Plan Sponsor: Industrial Metal Supply Company
- Sponsor EIN: 952228763
- Sponsor Address: 8300 SAN FERNANDO ROAD, SUN VALLEY, CA, 91352
- Plan Type: 401(k)
- Total Participants: 449
- Total Assets: $37.7M
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 | 449 | $37.7M | $675,822 | $1.7M |
| 2023 | 425 | $32.2M | $698,018 | $1.6M |
| 2022 | 417 | $27.0M | $726,320 | $1.8M |
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 |
|---|---|---|---|---|
| SINGERLEWAK LLP | ACCOUNTANT/AUDITOR | $41,375 | — | $41,375 |
| PENSION ASSURANCE LLP | Auditor | $41,375 | — | $41,375 |
| BENEFIT FINANCIAL SERVICES GROUP ( | CONSULTANT | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGERLEWAK LLP — ACCOUNTANT/AUDITOR
- PENSION ASSURANCE LLP — Auditor
- BENEFIT FINANCIAL SERVICES GROUP ( — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,250
- Estimated Expense Ratio: 0.244% 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 | $45,565 | — | — | $41,375 | — |
| 2023 | $53,073 | — | — | $37,553 | — |
| 2022 | $17,731 | — | — | — | — |