Plan Snapshot
- Plan Sponsor: Interior Logic Group Holdings Iv, LLC
- Sponsor EIN: 830573621
- Sponsor Address: 15822 BERNARDO CENTER DRIVE, SAN DIEGO, CA, 92127
- Plan Type: 401(k)
- Total Participants: 3,417
- Total Assets: $153.8M
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 | 3,417 | $153.8M | $4.0M | $16.8M |
| 2023 | 4,073 | $137.2M | $4.4M | $16.9M |
| 2022 | 4,825 | $119.5M | $4.9M | $17.3M |
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 |
|---|---|---|---|---|
| PKC KUEBLER, APC | Auditor | $38,120 | — | $38,120 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,120
- Estimated Expense Ratio: 0.025% 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 | $687,884 | $144,611 | $505,153 | $38,120 | — |
| 2023 | $674,210 | $122,810 | $494,282 | $57,118 | — |
| 2022 | $561,695 | $112,820 | $423,875 | — | $25,000 |