Plan Snapshot
- Plan Sponsor: Iss Solutions, INC.
- Sponsor EIN: 232077663
- Sponsor Address: 100 N ACADEMY AVE, MC 49-70, DANVILLE, PA, 178229800
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $54.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 307 | $54.5M | $985,954 | $1.8M |
| 2023 | 307 | $51.1M | $946,177 | $1.8M |
| 2022 | 320 | $45.0M | $900,523 | $1.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OP CO INC | RECORDKEEPER | $14,921 | — | $14,921 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST OP CO INC — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,921
- Estimated Expense Ratio: 0.027% 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 | $21,686 | $6,768 | — | — | — |
| 2023 | $33,435 | $14,032 | — | — | — |
| 2022 | $26,634 | $10,005 | — | — | — |