Plan Snapshot
- Plan Sponsor: Long Iron Services, LLC
- Sponsor EIN: 320572817
- Sponsor Address: 2222 CAMDEN COURT, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Total Participants: 1,587
- Total Assets: $102.2M
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 | 1,587 | $102.2M | $2.0M | $7.3M |
| 2023 | 1,484 | $97.2M | $2.0M | $7.5M |
| 2022 | 1,477 | $86.8M | $1.4M | $6.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $143,502 | — | $143,502 |
| CAPITAL STRATEGIES INVESTMENT GROUP | INVESTMENT ADVISOR | $73,687 | — | $73,687 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,189
- Estimated Expense Ratio: 0.213% 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 | $217,189 | $73,687 | — | — | — |
| 2023 | $304,906 | $104,285 | — | — | — |
| 2022 | $196,611 | $61,852 | $125,568 | — | — |