# Innovative Refrigeration Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/innovative-refrigeration-systems-inc-401k-plan

> Innovative Refrigeration Systems, INC.'s 401(k) plan: 407 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Innovative Refrigeration Systems, INC.

- **Sponsor EIN:** 232725173

- **Sponsor Address:** 373 MT. TORREY ROAD, LYNDHURST, VA, 229522516

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

- **Total Participants:** 407

- **Total Assets:** $37.1M

## 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|407|$37.1M|$2.6M|$2.8M|

| 2023|283|$30.7M|$2.0M|$2.1M|

| 2022|235|$25.1M|$1.6M|$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|

| UBS FINANCIAL|RETAINED BY EMPLOYER|$37,133|—|$37,133|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$18,385|—|$18,385|

| YOUNT, HYDE & BARBOUR, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL](https://planprovider.pro/provider/aspire-financial-services) — RETAINED BY EMPLOYER

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [YOUNT, HYDE & BARBOUR, P.C.](https://planprovider.pro/provider/yount-hyde-and-barbour-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,518

- **Estimated Expense Ratio:** 0.150% 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|$55,518|$43,652|$11,866|—|—|

| 2023|$63,811|$54,754|$9,057|—|—|

| 2022|$36,114|$463|$35,651|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/innovative-refrigeration-systems-inc-401k-plan)

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