Plan Snapshot
- Plan Sponsor: Investors Heritage Capital Corporation
- Sponsor EIN: 616030333
- Sponsor Address: 200 CAPITAL AVENUE, FRANKFORT, KY, 406012833
- Plan Type: DB
- Total Participants: 31
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 31 | $17.9M | $956,828 | $0 |
| 2023 | 32 | $18.5M | $600,000 | $0 |
| 2022 | 37 | $18.0M | $600,000 | $0 |
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 | $112,561 | — | $112,561 | — | — |
| 2023 | $110,261 | — | $110,261 | — | — |
| 2022 | $65,328 | — | $65,328 | — | — |