Plan Snapshot
- Plan Sponsor: Ifs Acquisition LLC
- Sponsor EIN: 830830569
- Sponsor Address: 5496 LINDBERGH LANE, BELL, CA, 90201
- Plan Type: DC
- Total Participants: 200
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 200 | $6.9M | $346,464 | $330,342 |
| 2023 | 225 | $6.4M | $279,614 | $316,630 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $14,897 | — | $14,897 |
| ASCENSUS HOLDINGS INC DBA | CONTRACT ADMIN | $4,350 | $2,913 | $7,263 |
| RIVERA, JAMJIAN & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERA, JAMJIAN & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,160
- Estimated Expense Ratio: 0.321% 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 | $40,487 | — | $40,487 | — | — |
| 2023 | $18,856 | — | — | — | — |