# Ikea North America Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ikea-north-america-services-llc-401k-plan

> Ikea North America Services, LLC's 401(k) plan: 16,565 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ikea North America Services, LLC

- **Sponsor EIN:** 233005722

- **Sponsor Address:** 420 ALAN WOOD ROAD, CONSHOHOCKEN, PA, 19428

- **Plan Type:** 401(k)

- **Total Participants:** 16,565

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|16,565|$1.1B|$34.1M|$48.4M|

| 2023|15,068|$803.9M|$29.7M|$47.2M|

| 2022|16,647|$653.0M|$28.3M|$44.4M|

## 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|

| CBIZ CPAS|Auditor|$59,850|—|$59,850|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,850

- **Estimated Expense Ratio:** 0.006% 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|$1,063,891|$115,000|$600|$59,850|—|

| 2023|$387,956|$75,000|$300|$54,600|—|

| 2022|$283,233|—|—|—|—|

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