Plan Snapshot
- Plan Sponsor: Irwin Car And Equipment
- Sponsor EIN: 251718100
- Sponsor Address: P.O. BOX 409, IRWIN, PA, 15642
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 212 | $17.9M | $498,327 | $646,912 |
| 2023 | 188 | $16.5M | $489,481 | $587,052 |
| 2022 | 150 | $13.0M | $357,291 | $449,403 |
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 |
|---|---|---|---|---|
| DELUZIO & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELUZIO & COMPANY, 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 | $59,982 | $21,544 | $30,566 | — | — |
| 2023 | $46,770 | $17,575 | $24,012 | — | — |
| 2022 | $45,307 | $11,601 | $30,798 | — | $2,908 |