# Industrial Employers & Distributors Association DB Plan
Source: https://planprovider.pro/companies/industrial-employers-distributors-association-940294755-002

> Industrial Employers & Distributors Association's DB plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [JP MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [ALAN BILLER & ASSOCIATES, INC](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

- [PGIM](https://planprovider.pro/provider/empower) — Recordkeeper

- [STEPHEN HORN INSURANCE SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/industrial-employers-distributors-association-940294755-002)

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