# Institute For Supply Management 403(b) Plan
Source: https://planprovider.pro/companies/institute-for-supply-management-135265940-002

> Institute For Supply Management's 403(b) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Institute For Supply Management

- **Sponsor EIN:** 135265940

- **Sponsor Address:** 309 W. ELLIOT ROAD, TEMPE, AZ, 852841556

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 57

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2024|57|$13.1M|$0|$415,129|

| 2023|52|$11.9M|$0|$439,321|

| 2022|53|$10.4M|$0|$423,075|

## 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|

| FORVIS MAZARS, LLP|Other Service Provider|$7,914|—|$7,914|

| TIAA|Recordkeeper|$6,590|—|$6,590|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,504

- **Estimated Expense Ratio:** 0.111% 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|

| 2024|$17,904|$1,875|—|$7,914|—|

| 2023|$15,140|—|—|$10,415|—|

| 2022|$16,957|$1,607|—|—|$12,075|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/institute-for-supply-management-135265940-002)

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