Plan Snapshot
- Plan Sponsor: Iscar Metals, INC.
- Sponsor EIN: 112129228
- Sponsor Address: 300 WESTWAY PLACE, ARLINGTON, TX, 760181021
- Plan Type: 401(k)
- Total Participants: 368
- Total Assets: $69.6M
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 | 368 | $69.6M | $1.2M | $2.8M |
| 2023 | 352 | $64.6M | $1.2M | $2.6M |
| 2022 | 255 | $58.9M | $1.1M | $2.5M |
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 |
|---|---|---|---|---|
| LEGACY 401K PARTNERS | INVESTMENT ADVISOR | $24,000 | — | $24,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,288 | — | $21,288 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,288
- Estimated Expense Ratio: 0.065% 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 | $47,612 | $26,324 | $1,200 | — | — |
| 2023 | $52,501 | — | — | — | — |
| 2022 | $49,758 | — | — | — | — |