Plan Snapshot
- Plan Sponsor: Institute For Shipboard Education
- Sponsor EIN: 953075415
- Sponsor Address: 2243 CENTRE AVENUE, SUITE 300, FORT COLLINS, CO, 80526
- Plan Type: 403(b)
- Total Participants: 49
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 49 | $6.6M | $267,833 | $0 |
| 2023 | 45 | $6.3M | $234,972 | $0 |
| 2022 | 45 | $5.9M | $92,115 | $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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 |
|---|---|---|---|---|---|
| 2024 | $25 | — | $25 | — | — |
| 2023 | $27,258 | — | $27,258 | — | — |
| 2022 | $26,202 | — | $26,202 | — | — |