Plan Snapshot
- Plan Sponsor: International Baccalaureate Organization Ibo
- Sponsor EIN: 300388800
- Sponsor Address: 3950 WISCONSIN AVE,NW, WASHINGTON, DC, 20016
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $28.2M
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. |
|---|---|---|---|---|
| 2024 | 211 | $28.2M | $2.1M | $1.9M |
| 2023 | 188 | $21.6M | $1.5M | $1.7M |
| 2022 | 169 | $17.1M | $1.4M | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $100,822 | — | $100,822 |
| RBC CAPITAL MARKETS, LLC | INVESTMENT ADVISORY | — | $41,631 | $41,631 |
| PRIME BENEFITS, INC. | CONTRACT ADMINISTRATOR | $8,891 | $10,349 | $19,240 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS, LLC — INVESTMENT ADVISORY
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,693
- Estimated Expense Ratio: 0.573% 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 | $109,652 | — | $109,652 | — | — |
| 2023 | $84,041 | — | $84,041 | — | — |
| 2022 | $78,603 | — | — | — | — |