Plan Snapshot
- Plan Sponsor: Isco Industries, INC.
- Sponsor EIN: 610600157
- Sponsor Address: 100 WITHERSPOON ST 2 WEST, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 744
- Total Assets: $90.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 744 | $90.6M | $1.8M | $5.2M |
| 2023 | 643 | $77.5M | $4.1M | $4.9M |
| 2022 | 606 | $60.8M | $2.2M | $4.0M |
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 |
|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | Investment Advisor | $69,882 | — | $69,882 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $50,725 | — | $50,725 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,715 | — | $12,715 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,322
- Estimated Expense Ratio: 0.147% 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 | $133,323 | $82,598 | $1,200 | — | — |
| 2023 | $115,457 | $68,912 | — | $8,000 | — |
| 2022 | $109,167 | $2,316 | — | — | — |