# Iss Action, INC. 401(k) Plan
Source: https://planprovider.pro/companies/iss-action-inc-401k-plan

> Iss Action, INC.'s 401(k) plan: 85 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, PUNTA GORDA, FL, 33950

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

- **Total Participants:** 85

- **Total Assets:** $9.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|85|$9.9M|$1.9M|$113,259|

| 2023|108|$11.4M|$2.2M|$240,498|

| 2022|180|$11.9M|$3.6M|$325,044|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$132,951|—|$132,951|

| UB PENSIONS|CONTRACT ADMINISTRATOR|$55,650|$2,222|$57,872|

| LEUMI INVESTMENT SERVICES INC|INVESTMENT ADVISORY|—|$25,986|$25,986|

| SATTY, LEVINE & CIACCO CPAS PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $216,809

- **Estimated Expense Ratio:** 2.197% 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|$188,527|—|$188,527|—|—|

| 2023|$147,474|—|$147,474|—|—|

| 2022|$128,940|—|$128,940|—|—|

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