Plan Snapshot
- Plan Sponsor: Institute For Applied Behavior Analysis Corp.
- Sponsor EIN: 953693249
- Sponsor Address: 5777 W CENTURY BLVD. STE. 675, LOS ANGELES, CA, 90045
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 268 | $5.2M | $0 | $228,336 |
| 2022 | 260 | $4.7M | $95 | $283,142 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | Recordkeeper | $16,218 | — | $16,218 |
| EXETER FINANCIAL LLC | Investment Advisor | $15,964 | — | $15,964 |
| ACCELERATE RETIREMENT | Investment Advisor | $11,558 | — | $11,558 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — Recordkeeper
- ACCELERATE RETIREMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,740
- Estimated Expense Ratio: 0.835% 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 |
|---|---|---|---|---|---|
| 2023 | $21,869 | $13,760 | — | — | — |
| 2022 | $18,460 | $14,243 | — | — | — |