Plan Snapshot
- Plan Sponsor: Industrial Employers & Distributors Association
- Sponsor EIN: 940294755
- Sponsor Address: 2200 POWELL STREET, SUITE 1000, EMERYVILLE, CA, 946081852
- Plan Type: DB
- Plan Number: 002
- Total Participants: 233
- Total Assets: $102.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 233 | $102.3M | $4.0M | $0 |
| 2023 | 247 | $105.9M | $4.5M | $0 |
| 2022 | 265 | $98.9M | $3.6M | $0 |
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 |
|---|---|---|---|---|
| IEDA, INC | Other Service Provider | $463,337 | — | $463,337 |
| BUCK GLOBAL LLC | Other Service Provider | $177,947 | — | $177,947 |
| TRUCKER HUSS, APC | ERISA Attorney | $167,804 | — | $167,804 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $103,661 | — | $103,661 |
| WITHUMSMITH+BROWN, PC | Auditor | $87,097 | — | $87,097 |
| ALAN BILLER & ASSOCIATES, INC | ERISA Attorney | $71,652 | — | $71,652 |
| BLACKSTONE INFRASTRUCTURE ADVISORS | Other Service Provider | $35,924 | — | $35,924 |
| PGIM | Recordkeeper | $27,460 | — | $27,460 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $26,597 | $26,597 |
| SCOUT INVESTMENTS, INC. | Other Service Provider | $20,926 | — | $20,926 |
| WHITE OAK GLOBAL INVESTORS, LLC | Other Service Provider | $18,605 | — | $18,605 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $10,072 | — | $10,072 |
| HOSPITALITY DATA SOLUTIONS, LLC | Other Service Provider | $8,360 | — | $8,360 |
| JAMES DODSON | Custodian / Trustee | $6,000 | — | $6,000 |
| RICHARD MURPHY | Custodian / Trustee | $6,000 | — | $6,000 |
| TOM DILLON | Custodian / Trustee | $6,000 | — | $6,000 |
| RREEF | Other Service Provider | $5,460 | — | $5,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRUCKER HUSS, APC — ERISA Attorney
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- ALAN BILLER & ASSOCIATES, INC — ERISA Attorney
- PGIM — Recordkeeper
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,242,902
- Estimated Expense Ratio: 1.215% 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 | $1,522,734 | $287,264 | $463,337 | $62,993 | — |
| 2023 | $1,554,524 | $331,141 | $550,118 | $56,608 | — |
| 2022 | $1,320,490 | $242,226 | $394,444 | — | $378,113 |