Plan Snapshot
- Plan Sponsor: Institute Of International Education, INC.
- Sponsor EIN: 131624046
- Sponsor Address: ONE WORLD TRADE CENTER, 36TH FLOOR, NEW YORK, NY, 10007
- Plan Type: 403(b)
- Total Participants: 556
- Total Assets: $145.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 556 | $145.1M | $4.3M | $3.3M |
| 2023 | 567 | $123.2M | $3.8M | $3.1M |
| 2022 | 522 | $100.4M | $3.4M | $2.6M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — 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 | $127,849 | — | $110,983 | — | — |
| 2023 | $85,137 | — | — | — | — |
| 2022 | $90,984 | — | — | — | — |