Plan Snapshot
- Plan Sponsor: Iostudio, LLC
- Sponsor EIN: 621865839
- Sponsor Address: 1909 21ST AVENUE SOUTH, NASHVILLE, TN, 37212
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $6.3M
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 | 66 | $6.3M | $242,654 | $277,868 |
| 2023 | 81 | $6.2M | $284,227 | $400,988 |
| 2022 | 79 | $5.1M | $184,202 | $381,017 |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
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 | $32,897 | — | $32,897 | — | — |
| 2023 | $18,414 | — | — | $3,559 | — |
| 2022 | $20,512 | — | $20,512 | — | — |