Plan Snapshot
- Plan Sponsor: Ison Family Restaurants
- Sponsor EIN: 830594893
- Sponsor Address: 11333 DEERFIELD ROAD, BLUE ASH, OH, 45242
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $2.8M
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 | 35 | $2.8M | $104,694 | $169,161 |
| 2023 | 877 | $2.3M | $104,438 | $158,774 |
| 2022 | 264 | $2.5M | $113,754 | $205,604 |
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 |
|---|---|---|---|---|
| BARNES, DENNIG & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES, DENNIG & CO., LTD — 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 | $19,852 | $10,968 | $2,182 | — | — |
| 2023 | $19,819 | — | $19,819 | — | — |
| 2022 | $19,932 | $19,932 | — | — | — |