# Institute Of Internal Auditors 401(k) Plan
Source: https://planprovider.pro/companies/institute-of-internal-auditors-401k-plan

> Institute Of Internal Auditors's 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Institute Of Internal Auditors

- **Sponsor EIN:** 135532538

- **Sponsor Address:** 1035 GREENWOOD BLVD, LAKE MARY, FL, 327465402

- **Plan Type:** 401(k)

- **Total Participants:** 216

- **Total Assets:** $39.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|216|$39.7M|$2.2M|$2.2M|

| 2023|204|$34.7M|$2.4M|$2.0M|

| 2022|185|$28.6M|$1.7M|$1.8M|

## 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|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## 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|$206,687|$111,422|$95,265|—|—|

| 2023|$194,548|$149,085|$45,463|—|—|

| 2022|$37,248|$28,591|$8,657|—|—|

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