Plan Snapshot
- Plan Sponsor: International Risk Management Institute, INC.
- Sponsor EIN: 752054066
- Sponsor Address: 12222 MERIT DR STE 1600, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $36.2M
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 | 195 | $36.2M | $516,493 | $1.9M |
| 2023 | 196 | $31.5M | $500,934 | $1.7M |
| 2022 | 189 | $25.8M | $445,996 | $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 |
|---|---|---|---|---|
| LANE GORMAN TRUBITT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANE GORMAN TRUBITT, LLC — Auditor
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 | $2,138 | — | — | — | — |
| 2023 | $2,200 | — | — | — | — |
| 2022 | $1,800 | — | — | — | — |