Plan Snapshot
- Plan Sponsor: Isola Usa Corp.
- Sponsor EIN: 201089618
- Sponsor Address: 6565 W FRYE ROAD, CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $27.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 300 | $27.1M | $657,070 | $1.4M |
| 2023 | 330 | $27.6M | $624,912 | $1.4M |
| 2022 | 288 | $26.3M | $733,434 | $1.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $33,943 | — | $33,943 |
| MORGAN STANLEY | Investment Advisor | $32,556 | — | $32,556 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,499
- Estimated Expense Ratio: 0.246% 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 | $66,799 | $32,556 | — | — | — |
| 2023 | $60,751 | $30,932 | — | — | — |
| 2022 | $61,301 | $32,695 | $28,606 | — | — |