Iss Facility Services 401(K) Savings Plan — Form 5500 plan (Iss Facility Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Iss Facility Services 401(K) Savings Plan is a benefit plan reported by Iss Facility Services, Inc. under EIN 74-2012133 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,166 participants and $93,521,177 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iss Facility Services, Inc.
- EIN
- 74-2012133
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 6,166
- End-of-year plan assets
- $93,521,177
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,166 | H, C | 20240827172514NAL0006265955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,521,177
- Net assets (EOY)
- $93,521,177
- Net assets (BOY)
- $83,200,228
Income & contributions
- Employer contributions
- $3,153,031
- Participant contributions
- $10,039,762
- Total contributions
- $15,301,859
- Total income / additions
- $29,031,928
Expenses & distributions
- Benefits paid
- $18,346,775
- Administrative expenses
- $304,434
- Total expenses
- $18,710,979
- Net increase / (decrease)
- $10,320,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $230,255 | $0 | 2023 |
| Gallagher Fiduciary Advi | INVESTMENT ADVISORY | $64,688 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $1,125 | $45,414 | 2023 |
| Harper & Pearson | ACCOUNTANT | $16,350 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iss Facility Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advi — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Harper & Pearson — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation