# Ireland Home-Based Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ireland-home-based-services-llc-401k-plan

> Ireland Home-Based Services, LLC&#39;s 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HARDING, SHYMANSKI & CO. PSC](https://planprovider.pro/provider/harding-shymanski-and-company-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|—|—|—|—|

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