Plan Snapshot
- Plan Sponsor: I-Pro Americas INC.
- Sponsor EIN: 842440008
- Sponsor Address: 8550 FALLBROOK DRIVE SUITE 200, HOUSTON, TX, 77064
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $19.1M
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 | 217 | $19.1M | $772,471 | $2.1M |
| 2023 | 211 | $17.5M | $683,787 | $1.8M |
| 2022 | 209 | $12.3M | $640,559 | $1.7M |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON PLLC — Auditor
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 | $3,636 | $2,870 | — | — | — |
| 2023 | $2,494 | — | — | — | — |
| 2022 | $21,502 | $18,416 | $3,086 | — | — |