Plan Snapshot
- Plan Sponsor: Interactive Advertising Bureau, INC.
- Sponsor EIN: 133900517
- Sponsor Address: 116 E 27TH STREET, NEW YORK, NY, 100168942
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 157
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 157 | $17.8M | $0 | $0 |
| 2024 | 96 | $13.7M | $759,719 | $1.2M |
| 2023 | 91 | $11.3M | $662,270 | $1.1M |
| 2022 | 76 | $9.5M | $524,493 | $973,729 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $23,365 | — | $23,365 |
| OSAIC WEALTH INC | Investment Advisor | $22,149 | — | $22,149 |
| PKF O'CONNOR DAVIES, LLP | Auditor | $13,041 | — | $13,041 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,555
- Estimated Expense Ratio: 0.329% 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 |
|---|---|---|---|---|---|
| 2025 | $993,409 | $22,149 | — | $13,041 | — |
| 2024 | $44,825 | $17,561 | — | $9,414 | — |
| 2023 | $28,906 | $14,670 | — | — | — |
| 2022 | $2,071,995 | — | — | — | — |