Plan Snapshot
- Plan Sponsor: Iss Action, INC.
- Sponsor EIN: 113075292
- Sponsor Address: 204 MCKENZIE STREET, UNIT E6, PUNTA GORDA, FL, 33950
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 258
- Total Assets: $409,246
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 258 | $409,246 | $2.4M | $742,346 |
| 2023 | 637 | $680,508 | $3.1M | $820,982 |
| 2022 | 787 | $716,700 | $5.4M | $802,122 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATORS, INC. | Other Service Provider | $182,556 | $1,430 | $183,986 |
| TRUST MANAGEMENT SERVICES | Other Service Provider | $35,140 | — | $35,140 |
| CLIFTONLARSONALLEN LLP | Auditor | $21,840 | — | $21,840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,966
- Estimated Expense Ratio: 58.880% 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 | $240,660 | — | $182,556 | $21,840 | — |
| 2023 | $268,463 | — | $205,115 | $22,050 | — |
| 2022 | $572,334 | $60,268 | $491,485 | — | $19,136 |