# Iss Action, INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/iss-action-inc-113075292-501

> Iss Action, INC.&#39;s Health &amp; Welfare plan: 258 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iss-action-inc-113075292-501)

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