Plan Snapshot
- Plan Sponsor: Island Creek Associates, LLC
- Sponsor EIN: 264395234
- Sponsor Address: 3805 LLOYD BOWEN ROAD, SAINT LEONARD, MD, 20685
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $6.1M
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 | 46 | $6.1M | $239,548 | $557,245 |
| 2023 | 105 | $6.0M | $263,727 | $598,405 |
| 2022 | 97 | $4.3M | $220,174 | $484,198 |
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 |
|---|---|---|---|---|
| BENEFIT AUDIT GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT AUDIT GROUP LLC — 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 | $43,497 | — | — | — | — |
| 2023 | $34,568 | $12,194 | $5,025 | — | — |
| 2022 | $42,694 | $15,080 | $15,697 | — | $11,917 |