Filings through Sep 24, 2026.

Retirement plan

Irms Enterprises LLC 401(k) Profit Sharing Plan & Trust

Name: IRMS ENTERPRISES LLC - IRMS ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: IRMS ENTERPRISES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IRMS ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST, IRMS ENTERPRISES LLC

Irms Enterprises LLCEIN 20-8365852Plan #001PY 2025

370 RIVERWAY CT - VERO BEACH, FL 329632651772-770-2689

Prospect flagsLow participationLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$228K

+23.1% from 2024

Total participants

+4.2% from 2024

Average account balance

$12,668

+23.1% from 2024

Annual return

11.26%

-6.40 pp from 2024

Benchmarks

See 8,590 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,590 peers

Snapshot2025

See peer percentile detail with Solo.

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Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$225 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.675%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Filings through Sep 24, 2026.

Retirement plan

Irms Enterprises LLC 401(k) Profit Sharing Plan & Trust

Irms Enterprises LLCEIN 20-8365852Plan #001PY 2025

370 RIVERWAY CT - VERO BEACH, FL 329632651772-770-2689

Prospect flagsLow participationLow participant contributionLow fidelity bond

People on file1 contact

MF
Michael Fox
Filing signerFiling signer
#001
PY 2025

5500 filings11 filings · 2015–2025

20255500-SF401(k)Latest

5500 PDF

How to read this page

Total assets (EOY)

$228K

+23.1% from 2024

Total participants

+4.2% from 2024

Average account balance

$12,668

+23.1% from 2024

Annual return

11.26%

-6.40 pp from 2024

Benchmarks

See 8,590 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort8,590 peers

Snapshot2025

See peer percentile detail with Solo.

Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.

Start Solo for $4.99 Compare plans

Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$225 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.675%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Irms Enterprises LLC 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Irms Enterprises LLC 401(k) Profit Sharing Plan & Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion