Plan Snapshot
- Plan Sponsor: Institute For Operations Research & The Management Sciences (Informs)
- Sponsor EIN: 521898636
- Sponsor Address: 5521 RESEARCH PARK DRIVE, CATONSVILLE, MD, 21228
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 114
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 114 | $11.7M | $0 | $0 |
| 2024 | 41 | $11.5M | $351,864 | $243,743 |
| 2023 | 41 | $9.9M | $340,469 | $248,406 |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,991,525 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |