Plan Snapshot
- Plan Sponsor: Ise America, INC.
- Sponsor EIN: 133055832
- Sponsor Address: P.O. BOX 267, GALENA, MD, 21635
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $25,860 | $338,141 |
| 2023 | 269 | $7.4M | $52,230 | $623,784 |
| 2022 | 262 | $7.1M | $54,343 | $510,273 |
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 |
|---|---|---|---|---|
| CLA (CLIFTONLARSONALLEN LLP) | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLA (CLIFTONLARSONALLEN 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 | $63,519 | $39,164 | — | — | — |
| 2023 | $38,043 | $38,043 | — | — | — |
| 2022 | $47,507 | — | $47,507 | — | — |