# Iridex Corporation 401(k) Plan
Source: https://planprovider.pro/companies/iridex-corporation-401k-plan

> Iridex Corporation's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iridex Corporation

- **Sponsor EIN:** 770210467

- **Sponsor Address:** 1212 TERRA BELLA AVE, MOUNTAIN VIEW, CA, 94043

- **Plan Type:** 401(k)

- **Total Participants:** 104

- **Total Assets:** $28.9M

## 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|104|$28.9M|$175,122|$1.3M|

| 2023|111|$27.6M|$192,155|$1.4M|

| 2022|128|$23.7M|$213,099|$1.3M|

## 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|

| BPM LLP|ACCOUNTANT/AUDITOR|$18,239|—|$18,239|

| CETERA ADVISORS LLC|CONSULTANT|$14,166|—|$14,166|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,488|—|$9,488|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,893

- **Estimated Expense Ratio:** 0.145% 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|$21,112|$23,654|—|$18,239|—|

| 2023|$32,388|$21,462|—|$24,075|—|

| 2022|$11,110|$9,009|—|—|—|

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