Plan Snapshot
- Plan Sponsor: Integrated Warehouse Solutions, INC.
- Sponsor EIN: 461419616
- Sponsor Address: 651 NORTH BURLESON BLVD, BURLESON, TX, 76028
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $292,695 | $1.2M |
| 2023 | 284 | $8.8M | $261,673 | $979,285 |
| 2022 | 308 | $7.2M | $261,923 | $948,230 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $39,710 | — | $39,710 |
| INTELLICENTS INVESTMENT SOLUTIONS I | INVESTMENT ADVISOR | $24,004 | — | $24,004 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,714
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 | $45,188 | $5,711 | — | — | — |
| 2023 | $31,857 | $12,002 | — | — | — |
| 2022 | $30,554 | $7,600 | $13,400 | — | $17,100 |