Plan Snapshot
- Plan Sponsor: Ivystone Group, LLC
- Sponsor EIN: 271347054
- Sponsor Address: 301 COMMERCE DRIVE, EXTON, PA, 19341
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 50
- Total Assets: $1,301
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. |
|---|---|---|---|---|
| 2025 | 50 | $1,301 | $0 | $0 |
| 2024 | 48 | $94,177 | $585,346 | $180,798 |
| 2023 | 59 | $109,769 | $639,990 | $246,460 |
| 2022 | 70 | $49,822 | $549,479 | $246,867 |
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 |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COM | Other Service Provider | $17,400 | — | $17,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,400
- Estimated Expense Ratio: 1337.433% 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 |
|---|---|---|---|---|---|
| 2025 | $58,157 | — | — | — | — |
| 2024 | $755,520 | — | — | — | — |
| 2023 | $849,374 | — | — | — | — |
| 2022 | $798,617 | — | — | — | — |