Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › IREX Services
IREX Services 401(k)
- Construction
- Lancaster, PA
- EIN 23-1712949
- 1 plan with Schedule H financials
- Plan year 2024
- IREX Services LLC
- SEC registrant IREX Corp
Total assets, end of year · IREX Services LLC Employee Savings Incentive Plan · plan year 2024
$84,033,462
429 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917120823NAL0000241923001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917120823NAL0000241923001, received 2025-09-17
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 2025-09-17.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 429
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917120823NAL0000241923001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917120823NAL0000241923001, received 2025-09-17
Administrative expenses per participant
$138.87
Higher than 53% of the 9,042 plans $50 to 250M that report it.
Source
= $59,574 / 429
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917120823NAL0000241923001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917120823NAL0000241923001, received 2025-09-17
Administrative expenses as a share of assets
0.071%
Higher than 27% of the 9,049 plans $50 to 250M that report it.
Source
= $59,574 / $84,033,462
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917120823NAL0000241923001, received 2025-09-17
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917120823NAL0000241923001, received 2025-09-17
Employer contributions per participant
$4,064
Higher than 69% of the 9,105 plans $50 to 250M that report it.
Source
= $1,743,621 / 429
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917120823NAL0000241923001, received 2025-09-17
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917120823NAL0000241923001, received 2025-09-17
Employer share of total contributions
40.6%
Higher than 78% of the 9,112 plans $50 to 250M that report it.
Source
= $1,743,621 / $4,290,468
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917120823NAL0000241923001, received 2025-09-17
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917120823NAL0000241923001, received 2025-09-17
Plan terms, as stated in IREX Services LLC's SEC filings
Plan terms are described in IREX Services LLC's SEC filings: Form 10-K filed 2000-03-30. No term could be quoted from them with the required precision.
Plan features
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 · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250917120823NAL0000241923001, received 2025-09-17
Full record, IREX Services LLC Employee Savings Incentive Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | IREX SERVICES LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Plan name | IREX SERVICES LLC EMPLOYEE SAVINGS INCENTIVE PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Sponsor EIN / plan number | 23-1712949 / 200 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Sponsor location | LANCASTER, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Industry (business code) | 238900, Construction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Filing received | 2025-09-17 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Participants, beginning of year | 457 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Active participants | 283 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Participants, end of year | 442 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Participants with an account balance | 429 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Total assets, beginning of year | $77,537,545 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Total assets, end of year | $84,033,462 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Net assets, end of year | $84,033,462 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Total income | $15,337,961 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Net income | $6,495,917 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Employer contributions | $1,743,621 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Participant contributions | $2,475,123 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Other contributions (incl. rollovers) | $71,724 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Total contributions | $4,290,468 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Benefit payments | $8,782,470 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Total expenses (incl. benefit payments) | $8,842,044 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Total administrative expenses | $59,574 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Investment advisory and management fees | $59,574 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Held in common/collective trusts | $3,276,141 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Held in mutual funds | $79,688,750 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250917120823NAL0000241923001, received 2025-09-17 |
| Independent auditor | RKL LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250917120823NAL0000241923001, received 2025-09-17 |
Position = column in the DOL layout for form year 2024. Filing 20250917120823NAL0000241923001, received 2025-09-17.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 37 Participant loan processing; 38 Participant communication; 52 Investment management fees paid indirectly by plan; 68 Soft dollars commissions; 99 Other fees | $59,574 | yes |
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 20250917120823NAL0000241923001, received 2025-09-17.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $77,537,545 | $84,033,462 | 8.4% |
| Participants with a balance | 438 | 429 | -2.1% |
| Administrative expenses | $48,276 | $59,574 | 23.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,385,196 | $1,743,621 | 25.9% |
Prior filing 20241003092230NAL0020176434001, received 2024-10-03; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: IREX SERVICES LLC; SEC registrant: IREX CORP (CIK 1952, matched by EIN).