Plan Snapshot
- Plan Sponsor: Ivc-Usa, INC.
- Sponsor EIN: 382206972
- Sponsor Address: 75 MCQUISTON DRIVE, JACKSON CENTER, PA, 16133
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $4.3M
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 | 104 | $4.3M | $32,194 | $178,114 |
| 2023 | 140 | $4.5M | $42,774 | $198,872 |
| 2022 | 135 | $4.2M | $51,341 | $186,182 |
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 |
|---|---|---|---|---|
| CREEDLE, JONES AND ASSOCIATES, PC | Auditor | — | — | $0 |
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 | $4,658 | $489 | — | — | — |
| 2023 | $16,111 | $174 | — | — | — |
| 2022 | $19,388 | $15,938 | $3,450 | — | — |