Plan Snapshot
- Plan Sponsor: Ireland Home-Based Services, LLC
- Sponsor EIN: 202729113
- Sponsor Address: 3231 N. GREEN RIVER, EVANSVILLE, IN, 477151378
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $9.1M
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 | 318 | $9.1M | $423,043 | $763,657 |
| 2023 | 197 | $7.7M | $413,083 | $691,877 |
| 2022 | 214 | $6.0M | $406,230 | $676,068 |
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 | $42,156 | — | $42,156 |
| OLD NATIONAL WEALTH MANAGEMENT | ADVISOR | $27,925 | — | $27,925 |
| HARDING, SHYMANSKI & CO. PSC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HARDING, SHYMANSKI & CO. PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,081
- Estimated Expense Ratio: 0.767% 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 | $70,081 | $27,925 | — | — | — |
| 2023 | $55,566 | $22,278 | — | — | — |
| 2022 | $53,183 | — | — | — | — |