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Original filing (PDF)20250409083208NAL0030183408001
IFC SERVICES, INC.
Form 5500
FILING_RECEIVED
IFC SERVICES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
204
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.6M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (17 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IFC SERVICES, INC..
Plan sponsor
Name
IFC SERVICES, INC.
EIN
01-0581639
Address
14680 IROQUOIS COURT · MOUNT UNION, PA · 17066
Phone
(814) 542-9282
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
YOUNG OAKES & BROWN CO, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT CO. | 95-1411037 | IRVINE, CA | RECORDKEEPER | $750 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENNSYLVANIA PENSION PLANNERS, INC | 23-1735188 | HARRISBURG, PA | TPA | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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