Plan Snapshot
- Plan Sponsor: Ipc Management INC
- Sponsor EIN: 251824291
- Sponsor Address: 232 EAST LANCASTER ROAD, HARMONY, PA, 16037
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 111 | $7.4M | $803,509 | $286,384 |
| 2023 | 103 | $6.0M | $653,253 | $309,963 |
| 2022 | 94 | $4.8M | $559,162 | $258,442 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $23,524 | — | $23,524 |
| EMPOWER ANNUITY INSURANCE | Recordkeeper | $22,439 | — | $22,439 |
| METRO BENEFITS, INC. | Recordkeeper | $2,800 | $6,315 | $9,115 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,860 | — | $5,860 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,938
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 |
|---|---|---|---|---|---|
| 2025 | $2,921,278 | — | — | — | — |
| 2024 | $53,472 | — | — | — | — |
| 2023 | $43,586 | — | — | — | — |
| 2022 | $35,672 | $35,672 | — | — | — |