Plan Snapshot
- Plan Sponsor: Institute For The International Education Of Students
- Sponsor EIN: 362251912
- Sponsor Address: 33 W MONROE ST STE 2300, CHICAGO, IL, 606035405
- Plan Type: 403(b)
- Total Participants: 309
- Total Assets: $44.2M
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 | 309 | $44.2M | $1.8M | $2.4M |
| 2023 | 290 | $42.1M | $1.4M | $1.9M |
| 2022 | 264 | $36.4M | $1.2M | $1.7M |
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 |
|---|---|---|---|---|
| CROWE 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 | $9,609 | — | $9,609 | — | — |
| 2023 | $7,987 | — | $5,319 | — | — |
| 2022 | $5,299 | — | — | — | — |