# Investors Heritage Capital Corporation 401(k) Plan
Source: https://planprovider.pro/companies/investors-heritage-capital-corporation-401k-plan

> Investors Heritage Capital Corporation's 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investors Heritage Capital Corporation

- **Sponsor EIN:** 616030333

- **Sponsor Address:** 200 CAPITAL AVENUE, FRANKFORT, KY, 40601

- **Plan Type:** 401(k)

- **Total Participants:** 101

- **Total Assets:** $16.7M

## 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|101|$16.7M|$311,412|$624,290|

| 2023|100|$16.2M|$311,521|$600,589|

| 2022|103|$16.1M|$285,045|$553,890|

## 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|

| CHERRY BEKAERT, LLP|Auditor|—|—|$0|

## 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|$5,719|—|$5,719|—|—|

| 2023|$1,476|—|$1,326|—|—|

| 2022|$2,050|—|$1,850|—|$200|

## Similar Plans

- [Lbce Holdings, INC.](https://planprovider.pro/companies/lbce-holdings-inc-plan-001) — 85 participants

- [Baesop Holding Company](https://planprovider.pro/companies/baesop-holding-company-plan) — 63 participants

- [Investors Heritage Capital Corporation](https://planprovider.pro/companies/investors-heritage-capital-corporation-plan) — 31 participants

- [Cherith Brook Corp.](https://planprovider.pro/companies/cherith-brook-corp-401k-plan) — 2 participants

- [Argi Esop Distribution, LLC](https://planprovider.pro/companies/argi-esop-distribution-llc-plan) — 0 participants

- [Argi Holdings, INC.](https://planprovider.pro/companies/argi-holdings-inc-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/investors-heritage-capital-corporation-401k-plan)

© 2026 PlanProvider.Pro