Plan Snapshot
- Plan Sponsor: Institute For Family Development
- Sponsor EIN: 911158512
- Sponsor Address: 34004 16TH AVENUE SOUTH, SUITE 200, FEDERAL WAY, WA, 980038903
- Plan Type: DC
- Total Participants: 116
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $9.5M | $360,793 | $452,203 |
| 2023 | 127 | $8.1M | $313,835 | $412,804 |
| 2022 | 116 | $6.9M | $273,361 | $369,772 |
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 |
|---|---|---|---|---|
| LEE CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $72,621 | $32,662 | $6,432 | — | — |
| 2023 | $61,761 | $26,480 | $6,821 | — | — |
| 2022 | $61,760 | $48,611 | $8,918 | — | — |