Plan Snapshot
- Plan Sponsor: Irwin R. Rose & Company, LLC
- Sponsor EIN: 270950641
- Sponsor Address: 8801 RIVER CROSSING BLVD., INDIANAPOLIS, IN, 462402394
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $16.6M
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 | 148 | $16.6M | $614,489 | $558,060 |
| 2023 | 126 | $14.2M | $614,102 | $559,393 |
| 2022 | 122 | $12.3M | $553,530 | $561,282 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $45,591 | $27,788 | — | — | — |
| 2023 | $46,832 | $22,038 | — | $8,500 | — |
| 2022 | $24,806 | $23,104 | — | — | — |