Plan Snapshot
- Plan Sponsor: Integrated Supply Network, LLC
- Sponsor EIN: 452675571
- Sponsor Address: 2727 INTERSTATE DRIVE, LAKELAND, FL, 33805
- Plan Type: 401(k)
- Total Participants: 403
- Total Assets: $26.6M
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 | 403 | $26.6M | $441,882 | $2.1M |
| 2023 | 410 | $26.0M | $405,732 | $1.9M |
| 2022 | 401 | $22.1M | $446,169 | $1.9M |
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 |
|---|---|---|---|---|
| PNC BANK | INVESTMENT ADVISOR | $56,149 | — | $56,149 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $46,746 | — | $46,746 |
| BENEFIT SOLUTIONS, ETC. LTD. | CONTRACT ADMIN | $23,936 | — | $23,936 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGR | $17,398 | — | $17,398 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,229
- Estimated Expense Ratio: 0.543% 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 | $117,360 | $92,379 | $24,981 | — | — |
| 2023 | $49,803 | $29,558 | $20,245 | — | — |
| 2022 | $48,271 | — | $18,081 | — | $30,190 |