# Institute For Operations Research & The Management Sciences (Informs) 403(b) Plan
Source: https://planprovider.pro/companies/institute-for-operations-research-the-management-sciences-informs-403b-plan-001

> Institute For Operations Research & The Management Sciences (Informs)'s 403(b) plan: 41 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 41

- **Total Assets:** $11.5M

## 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.|

| 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|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BELFINT, LYONS & SHUMAN, P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

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