# Ivystone Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ivystone-group-llc-271347054-501

> Ivystone Group, LLC's 401(k) plan: 50 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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