Plan Snapshot
- Plan Sponsor: Investcorp International, INC.
- Sponsor EIN: 133394604
- Sponsor Address: 280 PARK AVE., 37TH FLOOR, NEW YORK, NY, 100171216
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $52.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 153 | $52.4M | $380,178 | $2.7M |
| 2023 | 149 | $45.8M | $316,835 | $2.7M |
| 2022 | 132 | $35.5M | $309,206 | $2.1M |
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 |
|---|---|---|---|---|
| CARON AND BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON AND BLETZER, PLLC — 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 | $11,284 | $9,703 | — | — | — |
| 2023 | $12,546 | $9,083 | — | — | — |
| 2022 | $7,660 | $6,179 | — | — | — |