Employers › IAFD Holdings
Recordkeeping fees per participant · Industrial Air Flow Dynamics, Inc. 401(k) Plan · plan year 2024
$83.74
Higher than 55% of the 7,477 plans $1 to 10M that report it.
= $19,930 / 238
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006135843NAL0001906755001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006135843NAL0001906755001, received 2025-10-06
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-06.
Administrative expenses excluding investment management, per participant
$128.64
Higher than 59% of the 14,713 plans $1 to 10M that report it.
= $30,617 / 238
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006135843NAL0001906755001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006135843NAL0001906755001, received 2025-10-06
Administrative expenses per participant
$128.64
Higher than 44% of the 15,210 plans $1 to 10M that report it.
= $30,617 / 238
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006135843NAL0001906755001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006135843NAL0001906755001, received 2025-10-06
Administrative expenses as a share of assets
0.909%
Higher than 81% of the 15,243 plans $1 to 10M that report it.
= $30,617 / $3,367,311
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006135843NAL0001906755001, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006135843NAL0001906755001, received 2025-10-06
Employer contributions per participant
$1,221
Higher than 46% of the 13,342 plans $1 to 10M that report it.
= $290,574 / 238
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006135843NAL0001906755001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006135843NAL0001906755001, received 2025-10-06
Employer share of total contributions
40.0%
Higher than 85% of the 13,370 plans $1 to 10M that report it.
= $290,574 / $726,450
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006135843NAL0001906755001, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006135843NAL0001906755001, received 2025-10-06
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2X · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006135843NAL0001906755001, received 2025-10-06
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INDUSTRIAL AIR FLOW DYNAMICS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Plan name | INDUSTRIAL AIR FLOW DYNAMICS, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Sponsor EIN / plan number | 06-1620208 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Sponsor location | CLEVELAND, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Industry (business code) | 811310, Other services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Filing received | 2025-10-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Participants, beginning of year | 257 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Active participants | 263 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Participants, end of year | 334 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Participants with an account balance | 238 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Total assets, beginning of year | $2,911,149 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Total assets, end of year | $3,367,311 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Net assets, end of year | $3,367,311 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Total income | $1,119,039 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Net income | $456,162 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Employer contributions | $290,574 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Participant contributions | $292,407 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Other contributions (incl. rollovers) | $143,469 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Total contributions | $726,450 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Benefit payments | $632,260 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Total expenses (incl. benefit payments) | $662,877 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Total administrative expenses | $30,617 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Contract administrator fees | $10,687 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Recordkeeping fees | $19,930 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Administrative expenses excluding investment management | $30,617 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Held in common/collective trusts | $93,770 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Held in mutual funds | $3,273,460 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006135843NAL0001906755001, received 2025-10-06 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006135843NAL0001906755001, received 2025-10-06 |
Position = column in the DOL layout for form year 2024. Filing 20251006135843NAL0001906755001, received 2025-10-06.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| LPL FINANCIAL | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $10,687 | no |
| THE RETIREMENT ADVANTAGE INC | CONTRACT ADMIN | 13 Contract administrator | $4,700 | no |
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $4,402 | yes |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $142 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251006135843NAL0001906755001, received 2025-10-06.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,911,149 | $3,367,311 | 15.7% |
| Participants with a balance | 186 | 238 | 28.0% |
| Administrative expenses | $12,171 | $30,617 | 151.6% |
| Recordkeeping fees per participant | not reported | $83.74 | |
| Employer contributions | $252,898 | $290,574 | 14.9% |
Prior filing 20241003150554NAL0009980081001, received 2024-10-03; the plan years are contiguous.
Sponsor name as filed: INDUSTRIAL AIR FLOW DYNAMICS, INC.; SEC registrant: IAFD Holdings, LP (CIK 1942732, matched by EIN).