Plan Snapshot
- Plan Sponsor: Irg Realty Advisors, LLC
- Sponsor EIN: 463666395
- Sponsor Address: 4020 KINROSS LAKES BLVD., RICHFIELD, OH, 44286
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $17.8M
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 | 265 | $17.8M | $920,954 | $1.8M |
| 2023 | 251 | $15.5M | $1.1M | $1.5M |
| 2022 | 229 | $11.5M | $656,140 | $1.1M |
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 |
|---|---|---|---|---|
| CIUNI & PANICHI, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $72,011 | $38,354 | $33,657 | — | — |
| 2023 | $58,411 | $31,318 | $27,093 | — | — |
| 2022 | $54,019 | $28,705 | $25,314 | — | — |