# Island Capital Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/island-capital-group-llc-401k-plan

> Island Capital Group LLC's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Island Capital Group LLC

- **Sponsor EIN:** 364525612

- **Sponsor Address:** 124 VERDAE BLVD, GREENVILLE, SC, 29607

- **Plan Type:** 401(k)

- **Total Participants:** 105

- **Total Assets:** $71.6M

## 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|105|$71.6M|$841,830|$1.8M|

| 2023|107|$65.9M|$751,782|$1.7M|

| 2022|541|$59.0M|$473,046|$936,564|

## 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|

| FORVIS MAZARS , LLP|Auditor|$11,895|—|$11,895|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS , LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,895

- **Estimated Expense Ratio:** 0.017% 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|$92,717|$47,526|-$2|$11,895|—|

| 2023|$81,316|$48,982|—|—|—|

| 2022|—|—|—|—|—|

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