Department of Labor filing

IROQUOIS GROUP INC

IROQUOIS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

38filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$3,206

Reported employer contributions per active participant.

Higher than about 48% of comparable plans

#People in the filing

144

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$360 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 16% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202438out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions48th percentileTypical peer $3,340 · based on 500 comparable plans

Lower reported administrative expense16th percentileTypical peer $164 · based on 494 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, IROQUOIS GROUP INC reported $461,702 in employer contributions across the plan and 144 active participants. That works out to $3,206 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy82%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 37.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 43.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context38/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $461,702
Participant contributions: $1,555,146
Other contributions: $9,481
Employer share of reported contributions: 22.9%
Beginning assets: $16,748,777
Ending assets: $20,195,818
Ending net assets: $20,195,818
Ending liabilities: $0
Total income: $4,829,674
Total expenses: $1,382,633
Administrative expenses: $65,239
Participant loans: $73,806

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,328

2023

$3,221

2024

$3,206

Plan-paid administrative expenses per participant

2022

$251

2023

$323

2024

$360

Active participants

2022

152

2023

141

2024

144

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,206	144	20.2M	20251015153633NAL0010416706001
2023	$3,221	141	16.7M	20240926114504NAL0000703441001
2022	$2,328	152	13.2M	20231011104759NAL0039223392001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 161210629-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2000
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2K3H2J2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PAYCHEX SECURITIES CORPORATION	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20251015153633NAL0010416706001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗