# Iris Software INC. 401(k) Plan
Source: https://planprovider.pro/companies/iris-software-inc-401k-plan

> Iris Software INC.'s 401(k) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iris Software INC.

- **Sponsor EIN:** 223424909

- **Sponsor Address:** 200 METROPLEX DR STE 300, EDISON, NJ, 088172600

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

- **Total Participants:** 365

- **Total Assets:** $13.2M

## 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|365|$13.2M|$0|$2.8M|

| 2023|426|$10.2M|$0|$2.3M|

| 2022|544|$11.1M|$0|$2.3M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$28,902|—|$28,902|

| MML INSURANCE AGENCY, LLC|BROKER/DEALER|—|$22,415|$22,415|

| CARON & BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,317

- **Estimated Expense Ratio:** 0.390% 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|$28,902|$531|$27,771|—|—|

| 2023|$13,497|—|$9,172|—|—|

| 2022|$13,181|—|$13,181|—|—|

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