Plan Snapshot
- Plan Sponsor: Institute Of Electrical And Electronics Engineers, INC.
- Sponsor EIN: 131656633
- Sponsor Address: 445 HOES LANE, PISCATAWAY, NJ, 088541331
- Plan Type: DB
- Total Participants: 262
- Total Assets: $58.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 262 | $58.3M | $0 | $0 |
| 2023 | 284 | $62.4M | $0 | $0 |
| 2022 | 304 | $60.5M | $0 | $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 |
|---|---|---|---|---|
| INCOME RESEARCH & MANAGEMENT | NONE | $169,757 | — | $169,757 |
| BANK OF NEW YORK MELLON | TRUSTEE | $37,682 | — | $37,682 |
| SIT INVESTMENTS ASSOCIATES | NONE | $9,886 | — | $9,886 |
| CROWE, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,325
- Estimated Expense Ratio: 0.373% 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 | $217,328 | $179,642 | — | — | — |
| 2023 | $203,034 | $180,754 | — | — | — |
| 2022 | $174,363 | $145,478 | — | — | $28,868 |