Plan Snapshot
- Plan Sponsor: Irex Services LLC
- Sponsor EIN: 231712949
- Sponsor Address: 120 NORTH LIME STREET, LANCASTER, PA, 17602
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $84.0M
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 | 283 | $84.0M | $1.7M | $2.5M |
| 2023 | 301 | $77.5M | $1.4M | $2.4M |
| 2022 | 327 | $70.6M | $1.5M | $2.1M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP, INC. | NONE | $59,574 | — | $59,574 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,574
- Estimated Expense Ratio: 0.071% 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 | $59,574 | $59,574 | — | — | — |
| 2023 | $48,276 | $48,276 | — | — | — |
| 2022 | $18,083 | — | — | — | — |