Plan Snapshot
- Plan Sponsor: Insurance Resources International, INC.
- Sponsor EIN: 463509307
- Sponsor Address: 9855 WEST 78TH STREET SUITE 100, EDEN PRAIRIE, MN, 55344
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $45.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 215 | $45.2M | $0 | $1.9M |
| 2023 | 202 | $41.5M | $0 | $1.7M |
| 2022 | 205 | $39.3M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| FROEHLING ANDERSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,262 | $3,960 | — | — | — |
| 2023 | $23,613 | $1,420 | — | — | — |
| 2022 | $21,916 | $21,118 | $778 | — | — |