Employers › IES Holdings
Recordkeeping fees per participant · IES Holdings, Inc Retirement Savings Plan · plan year 2024
$53.03
Higher than 37% of the 5,847 plans $50 to 250M that report it.
= $259,075 / 4,885
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001142612NAL0005974291001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001142612NAL0005974291001, received 2025-10-01
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-10-01.
Administrative expenses excluding investment management, per participant
$78.15
Higher than 40% of the 8,758 plans $50 to 250M that report it.
= $381,742 / 4,885
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001142612NAL0005974291001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001142612NAL0005974291001, received 2025-10-01
Administrative expenses per participant
$101.98
Higher than 37% of the 9,042 plans $50 to 250M that report it.
= $498,196 / 4,885
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001142612NAL0005974291001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001142612NAL0005974291001, received 2025-10-01
Administrative expenses as a share of assets
0.213%
Higher than 72% of the 9,049 plans $50 to 250M that report it.
= $498,196 / $233,762,021
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001142612NAL0005974291001, received 2025-10-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001142612NAL0005974291001, received 2025-10-01
Employer contributions per participant
$1,574
Higher than 22% of the 9,105 plans $50 to 250M that report it.
= $7,690,087 / 4,885
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001142612NAL0005974291001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001142612NAL0005974291001, received 2025-10-01
Employer share of total contributions
26.3%
Higher than 39% of the 9,112 plans $50 to 250M that report it.
= $7,690,087 / $29,269,667
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001142612NAL0005974291001, received 2025-10-01
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001142612NAL0005974291001, received 2025-10-01
Vesting
“Participants become vested in our matching contributions following three years of service.”
Form 10-K filed 2025-11-21, for the year ended 2025-09-30 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-09-30. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251001142612NAL0005974291001, received 2025-10-01
| Field | Value | Source |
|---|---|---|
| Plan sponsor | IES HOLDINGS, INC RETIREMENT SAVINGS PLAN | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Plan name | IES HOLDINGS, INC RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Sponsor EIN / plan number | 76-0542208 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Industry (business code) | 238210, Construction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Filing received | 2025-10-01 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Participants, beginning of year | 9,343 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Active participants | 9,988 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Participants, end of year | 11,280 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Participants with an account balance | 4,885 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Total assets, beginning of year | $175,633,652 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Total assets, end of year | $233,762,021 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Net assets, end of year | $233,374,485 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Total income | $52,264,833 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Net income | $33,268,158 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Employer contributions | $7,690,087 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Participant contributions | $19,787,156 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Other contributions (incl. rollovers) | $1,792,424 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Total contributions | $29,269,667 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Benefit payments | $18,498,479 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Total expenses (incl. benefit payments) | $18,996,675 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Total administrative expenses | $498,196 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Contract administrator fees | $107,209 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Recordkeeping fees | $259,075 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Investment advisory and management fees | $116,454 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Administrative expenses excluding investment management | $381,742 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Held in common/collective trusts | $111,437,653 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Held in mutual funds | $94,370,147 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251001142612NAL0005974291001, received 2025-10-01 |
| Independent auditor | FRAZIER&DEETER, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251001142612NAL0005974291001, received 2025-10-01 |
Position = column in the DOL layout for form year 2024. Filing 20251001142612NAL0005974291001, received 2025-10-01.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICESrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 30 Employee (plan); 37 Participant loan processing; 99 Other fees | $219,489 | yes |
| VOYA RETIREMENT ADVISORS | INVEST ADVISOR | 26 Investment advisory (participants) | $66,453 | no |
| MORGAN STANLEY | INVEST ADVISOR | 26 Investment advisory (participants) | $50,000 | no |
| FRAZIER & DEETER | AUDITOR | 10 Accounting (including auditing) | $15,000 | 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 20251001142612NAL0005974291001, received 2025-10-01.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $175,633,652 | $233,762,021 | 33.1% |
| Participants with a balance | 4,334 | 4,885 | 12.7% |
| Administrative expenses | $278,563 | $498,196 | 78.8% |
| Recordkeeping fees per participant | $28.91 | $53.03 | 83.4% |
| Employer contributions | $5,666,933 | $7,690,087 | 35.7% |
Prior filing 20250108174330NAL0006143123001, received 2025-01-08; the plan years are contiguous.
Sponsor name as filed: IES HOLDINGS, INC RETIREMENT SAVINGS PLAN; SEC registrant: IES Holdings, Inc. (CIK 1048268, matched by EIN; display name from the Form 10-K cover).