Plan Snapshot
- Plan Sponsor: International Society Of Automation
- Sponsor EIN: 250921042
- Sponsor Address: 3252 S. MIAMI BLVD. #102, DURHAM, NC, 277030958
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 108
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 108 | $20.7M | $0 | $0 |
| 2024 | 76 | $23.9M | $694,022 | $620,890 |
| 2023 | 68 | $20.7M | $612,797 | $523,802 |
| 2022 | 78 | $17.2M | $486,536 | $411,962 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $11,211 | — | $11,211 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,211
- Estimated Expense Ratio: 0.054% 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 |
|---|---|---|---|---|---|
| 2025 | $7,787,929 | — | $13,950 | — | — |
| 2024 | $3,387 | — | — | — | — |
| 2023 | $3,490 | — | — | — | — |
| 2022 | $3,440 | — | — | — | — |