Plan Snapshot
- Plan Sponsor: Ira Green INC
- Sponsor EIN: 131517988
- Sponsor Address: 177 GEORGIA AVE, PROVIDENCE, RI, 029054422
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $3.9M
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 | 204 | $3.9M | $51,575 | $344,837 |
| 2023 | 129 | $3.1M | $41,862 | $257,927 |
| 2022 | 230 | $3.0M | $36,996 | $304,713 |
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 |
|---|---|---|---|---|
| PATRIOT FINANCIAL | ADVISOR | $13,997 | — | $13,997 |
| PAYCHEX | RECORD KEEPER | $7,108 | — | $7,108 |
| FREED MAXICK CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,105
- Estimated Expense Ratio: 0.536% 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 | $22,729 | $13,997 | $7,872 | — | — |
| 2023 | $18,913 | $11,980 | — | — | — |
| 2022 | $22,782 | $13,439 | $9,343 | — | — |