# Isolved, INC. 401(k) Plan
Source: https://planprovider.pro/companies/isolved-401k-plan

> Isolved, INC.'s 401(k) plan: 2,075 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Isolved, INC.

- **Sponsor EIN:** 382976613

- **Sponsor Address:** 11215 N. COMMUNITY HOUSE RD,, CHARLOTTE, NC, 28277

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

- **Total Participants:** 2,075

- **Total Assets:** $108.6M

## 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|2,075|$108.6M|$3.9M|$13.6M|

| 2023|2,182|$87.1M|$4.1M|$12.4M|

| 2022|2,048|$56.4M|$3.1M|$9.4M|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|$143,272|$29,533|—|—|—|

| 2023|$115,083|—|—|—|—|

| 2022|$166,006|—|$166,006|—|—|

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