Plan Snapshot
- Plan Sponsor: Irb Holding Corporation
- Sponsor EIN: 823952653
- Sponsor Address: THREE GLENLAKE PARKWAY NE, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 43,639
- Total Assets: $596.4M
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. |
|---|---|---|---|---|
| 2024 | 43,639 | $596.4M | $20.9M | $40.3M |
| 2023 | 45,147 | $561.9M | $18.6M | $37.4M |
| 2022 | 43,232 | $483.2M | $14.3M | $34.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $479,626 | — | $479,626 |
| EDELMAN FINANCIAL ENGINES | NONE | $134,131 | — | $134,131 |
| CURCIO WEBB, LLC | NONE | $71,000 | — | $71,000 |
| RAYMOND JAMES FINANCIAL SERVICE ADV | NONE | $29,918 | — | $29,918 |
| WARREN AVERETT LLC | NONE | $17,050 | — | $17,050 |
| WARREN AVERETT CPAS AND ADVISORS | Auditor | $17,050 | — | $17,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT CPAS AND ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $748,775
- Estimated Expense Ratio: 0.126% 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 | $731,799 | $179,131 | — | $17,050 | — |
| 2023 | $522,787 | $89,152 | — | — | — |
| 2022 | $475,501 | $75,568 | — | — | $1,500 |