# Institute For Supply Management, INC. DC Plan
Source: https://planprovider.pro/companies/institute-for-supply-management-inc-135265940-001

> Institute For Supply Management, INC.'s DC plan: 56 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, INC.

- **Sponsor EIN:** 135265940

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

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 56

- **Total Assets:** $17.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|56|$17.1M|$600,900|$0|

| 2023|51|$16.1M|$639,921|$0|

| 2022|54|$14.1M|$641,073|$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|

| FORVIS MAZARS, LLP|Other Service Provider|$9,460|—|$9,460|

| TIAA|Recordkeeper|$8,731|—|$8,731|

### 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:** $18,191

- **Estimated Expense Ratio:** 0.106% 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|$20,066|$1,875|—|$9,460|—|

| 2023|$26,446|$5,000|—|$10,490|—|

| 2022|$20,265|$3,750|—|—|$12,075|

## Similar Plans

- [Southwest Behavioral Health Services, INC.](https://planprovider.pro/companies/southwest-behavioral-health-services-inc-403b-plan) — 1,255 participants

- [Amity Foundation](https://planprovider.pro/companies/amity-foundation-401k-plan) — 786 participants

- [Easterseals Blake Foundation](https://planprovider.pro/companies/easter-seals-blake-foundation-403b-plan) — 691 participants

- [Tempe Life Care Village, INC. Dba Friendship](https://planprovider.pro/companies/tempe-life-care-village-inc-dba-friendship-403b-plan) — 593 participants

- [Goodwill Industries Of Southern Arizona, INC.](https://planprovider.pro/companies/goodwill-industries-of-southern-arizona-inc-401k-plan) — 515 participants

- [Alliance Defending Freedom](https://planprovider.pro/companies/alliance-defending-freedom-plan-001) — 483 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/institute-for-supply-management-inc-135265940-001)

© 2026 PlanProvider.Pro