Plan Snapshot
- Plan Sponsor: Ios Employment, LLC
- Sponsor EIN: 851819677
- Sponsor Address: 5218 126TH AVE NORTH, CLEARWATER, FL, 33760
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $4.2M
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 | 224 | $4.2M | $444,420 | $628,290 |
| 2023 | 116 | $2.9M | $343,728 | $481,351 |
| 2022 | 101 | $1.9M | $273,176 | $389,709 |
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 |
|---|---|---|---|---|
| THE HIGHLANDS ACCOUNTING GROUP, INC | 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 | $5,481 | — | — | — | — |
| 2023 | $6,888 | — | — | — | — |
| 2022 | $6,743 | — | — | — | — |