Plan Snapshot
- Plan Sponsor: Interactive Learning Systems, INC.
- Sponsor EIN: 581706229
- Sponsor Address: 5303 NEW PEACHTREE ROAD, CHAMBLEE, GA, 30341
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $5.9M
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 | 200 | $5.9M | $147,922 | $261,864 |
| 2023 | 186 | $5.6M | $158,702 | $279,799 |
| 2022 | 178 | $4.4M | $155,814 | $252,539 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Other Service Provider | $25,910 | — | $25,910 |
| FRSCPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,910
- Estimated Expense Ratio: 0.439% 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 | $6,929 | — | — | — | — |
| 2023 | $41,593 | $4,235 | $3,543 | — | — |
| 2022 | $37,294 | — | — | — | $37,294 |