Plan Snapshot
- Plan Sponsor: Industrial Supply Company, INC.
- Sponsor EIN: 870142120
- Sponsor Address: 1635 SOUTH 300 WEST, SALT LAKE CITY, UT, 84115
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $14.3M
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 | 200 | $14.3M | $323,979 | $733,208 |
| 2023 | 160 | $13.5M | $277,036 | $653,644 |
| 2022 | 137 | $11.7M | $257,770 | $567,351 |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | RECORDKEEPER | $7,320 | — | $7,320 |
| TRAVELLER & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES LLC — RECORDKEEPER
- TRAVELLER & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,320
- Estimated Expense Ratio: 0.051% 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 | $7,320 | — | — | — | — |
| 2023 | $17,270 | — | $17,270 | — | — |
| 2022 | $37,256 | $33,158 | $2,260 | — | $1,838 |