# Insulating Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/insulating-services-inc-401k-plan

> Insulating Services, INC.'s 401(k) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Insulating Services, INC.

- **Sponsor EIN:** 561052301

- **Sponsor Address:** 10709 GRANITE STREET SUITE H, CHARLOTTE, NC, 28273

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

- **Total Participants:** 217

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|217|$6.4M|$65,489|$365,909|

| 2023|229|$6.0M|$65,702|$378,006|

| 2022|215|$6.3M|$47,030|$339,527|

## 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|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$17,746|—|$17,746|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$14,156|—|$14,156|

| THE HOBBS GROUP, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE HOBBS GROUP, P.A.](https://planprovider.pro/provider/the-hobbs-group-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,902

- **Estimated Expense Ratio:** 0.500% 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|$31,902|$17,746|—|—|—|

| 2023|$34,634|$18,699|—|—|—|

| 2022|$41,509|$21,644|$19,865|—|—|

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