Plan Snapshot
- Plan Sponsor: Ipc International, INC.
- Sponsor EIN: 237091810
- Sponsor Address: 3000 LAKESIDE DR, BANNOCKBURN, IL, 60015
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $29.6M
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 | 106 | $29.6M | $1.3M | $985,756 |
| 2023 | 104 | $25.0M | $2.0M | $988,939 |
| 2022 | 125 | $18.9M | $1.0M | $822,316 |
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 |
|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS | INVESTMENT ADVISOR | $75,250 | — | $75,250 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $61,409 | — | $61,409 |
| PLANTE & MORAN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA INVESTMENT ADVISORS — INVESTMENT ADVISOR
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,659
- Estimated Expense Ratio: 0.462% 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 | $136,827 | $75,251 | — | — | — |
| 2023 | $99,634 | $52,009 | — | — | — |
| 2022 | — | — | — | — | — |