# International Baccalaureate Organization Ibo 401(k) Plan
Source: https://planprovider.pro/companies/international-baccalaureate-organiz-tion-401k-plan

> International Baccalaureate Organization Ibo's 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT ADVISORY

- [APRIO LLP](https://planprovider.pro/provider/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|—|—|—|—|

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