Plan Snapshot
- Plan Sponsor: Ionex Research Corporation
- Sponsor EIN: 840761939
- Sponsor Address: 1301 EASTWIND DRIVE, LAFAYETTE, CO, 80026
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $1.9M
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 | 87 | $1.9M | $0 | $398,570 |
| 2023 | 126 | $1.6M | $0 | $430,523 |
| 2022 | 94 | $728,395 | $0 | $347,405 |
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 |
|---|---|---|---|---|
| OLSON, REYES AND SAUERWEIN, LLC | 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 | $8,817 | $74 | $8,743 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |