Plan Snapshot
- Plan Sponsor: Iata Regional Office For The Americas
- Sponsor EIN: 131788875
- Sponsor Address: 703 WATERFORD WAY NW 62ND AVENUE SU, MIAMI, FL, 33126
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $25.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 64 | $25.6M | $731,404 | $755,856 |
| 2023 | 69 | $24.5M | $721,605 | $746,723 |
| 2022 | 69 | $20.6M | $600,956 | $646,969 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARROLL & COOK | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $91,374 | $67,807 | — | — | — |
| 2023 | -$17,137 | — | -$17,137 | — | — |
| 2022 | $100,851 | $60,182 | $31,594 | — | $9,000 |