Plan Snapshot
- Plan Sponsor: Ifm Efector, INC.
- Sponsor EIN: 232328537
- Sponsor Address: 1100 ATWATER DRIVE, MALVERN, PA, 19355
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $109.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 336 | $109.5M | $2.2M | $3.4M |
| 2023 | 310 | $92.2M | $2.1M | $3.3M |
| 2022 | 292 | $74.0M | $1.9M | $2.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $29,465 | — | $29,465 |
| BAKER TILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- BAKER TILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,465
- Estimated Expense Ratio: 0.027% of plan assets
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 | $28,425 | — | — | — | — |
| 2023 | $26,432 | — | — | — | — |
| 2022 | $30,201 | — | — | — | — |