# Investcorp International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/investcorp-international-inc-401k-plan

> Investcorp International, INC.'s 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|

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