Plan Snapshot
- Plan Sponsor: Iodine Software LLC
- Sponsor EIN: 273224566
- Sponsor Address: 6850 AUSTIN CENTER BLVD, AUSTIN, TX, 78731
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 241 | $19.6M | $1.3M | $3.3M |
| 2023 | 226 | $14.9M | $866,356 | $2.7M |
| 2022 | 170 | $8.9M | $699,022 | $2.0M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $108,366 | — | $108,366 |
| GALLAGHER BENEFIT SERVICES INC | Investment Advisor | — | $50,560 | $50,560 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,926
- Estimated Expense Ratio: 0.810% 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 |
|---|---|---|---|---|---|
| 2024 | $110,682 | $2,468 | $107,614 | — | — |
| 2023 | $75,638 | $1,076 | $73,962 | — | — |
| 2022 | $54,579 | — | $54,579 | — | — |