# Iovino Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/iovino-enterprises-llc-401k-plan

> Iovino Enterprises, LLC's 401(k) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iovino Enterprises, LLC

- **Sponsor EIN:** 204146220

- **Sponsor Address:** 1010 NORTHERN BLVD, GREAT NECK, NY, 11021

- **Plan Type:** 401(k)

- **Total Participants:** 401

- **Total Assets:** $50.0M

## 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|401|$50.0M|$4.9M|$4.4M|

| 2023|439|$40.1M|$2.5M|$3.7M|

| 2022|363|$29.5M|$3.9M|$2.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$53,502|—|$53,502|

| STRATEGIC ADVISORS, INC.|ADVISOR|$17,009|—|$17,009|

| GRASSI & CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [GRASSI & CO](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,511

- **Estimated Expense Ratio:** 0.141% 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|$130,927|$17,009|—|—|—|

| 2023|$98,882|$62,204|—|—|—|

| 2022|$106,774|$10,538|—|—|—|

## Similar Plans

- [Rifenburg Support Services, LLC](https://planprovider.pro/companies/construction-administration-network-llc-401k-plan) — 357 participants

- [D.A. Collins Construction, INC.](https://planprovider.pro/companies/d-a-collins-construction-inc-plan) — 323 participants

- [Rifenburg Holdings, INC.](https://planprovider.pro/companies/rifenburg-holdings-inc-plan) — 310 participants

- [Bd Of Trustees Pension Plan Of The Iuoe 137 137a 137b 137c 137r Aflcio](https://planprovider.pro/companies/bd-of-trustees-pension-plan-of-the-iuoe-137-137a-137b-137c-137r-aflcio-plan) — 608 participants

- [Laborers' International Union Of N.A. Local No. 17 Pension Fund](https://planprovider.pro/companies/laborers-international-union-of-n-a-local-no-17-pension-fund-plan) — 651 participants

- [Peckham Industries, INC.](https://planprovider.pro/companies/peckham-industries-inc-401k-plan) — 711 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iovino-enterprises-llc-401k-plan)

© 2026 PlanProvider.Pro