Plan Snapshot
- Plan Sponsor: Irving Materials, INC.
- Sponsor EIN: 843316965
- Sponsor Address: 8032 NORTH STATE ROAD 9, GREENFIELD, IN, 46140
- Plan Type: 401(k)
- Total Participants: 2,208
- Total Assets: $253.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,208 | $253.3M | $9.7M | $12.2M |
| 2023 | 1,975 | $234.0M | $9.0M | $10.8M |
| 2022 | 1,843 | $197.9M | $8.0M | $9.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $433,705 | $129,012 | — | — | — |
| 2023 | $375,987 | $89,648 | — | — | — |
| 2022 | $381,600 | — | — | — | $381,600 |