# Ixonia Bank 401(k) Plan
Source: https://planprovider.pro/companies/ixonia-bank-401k-plan

> Ixonia Bank's 401(k) plan: 587 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ixonia Bank

- **Sponsor EIN:** 390369710

- **Sponsor Address:** W1046 MARIETTA AVE, IXONIA, WI, 53036

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

- **Total Participants:** 587

- **Total Assets:** $14.8M

## 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|587|$14.8M|$950,939|$2.6M|

| 2023|427|$11.4M|$771,014|$1.9M|

| 2022|263|$9.1M|$535,173|$1.5M|

## 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|

| PRIVATE ADVISOR GROUP LLC|INVESTMENT ADVISOR|$51,022|—|$51,022|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$28,790|—|$28,790|

| CLIFTONLALRSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLALRSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,812

- **Estimated Expense Ratio:** 0.541% 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|$79,812|$51,022|—|—|—|

| 2023|$66,921|$39,490|—|—|—|

| 2022|$57,319|$38,264|$19,055|—|—|

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