Plan Snapshot
- Plan Sponsor: Iron Senergy, LLC
- Sponsor EIN: 852328662
- Sponsor Address: 295 NORTH HUBBARDS LANE. SUITE 302, LOUISVILLE, KY, 40207
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $24.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 178 | $24.1M | $752,586 | $1.7M |
| 2023 | 189 | $21.0M | $696,737 | $1.6M |
| 2022 | 182 | $17.1M | $574,434 | $1.4M |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | 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 | $2,335 | — | — | — | — |
| 2023 | $5,475 | — | — | — | — |
| 2022 | $3,320 | — | — | — | — |