Plan Snapshot
- Plan Sponsor: International Council Of Shopping Centers, INC.
- Sponsor EIN: 131854667
- Sponsor Address: 1251 AVENUE OF THE AMERICAS, NEW YORK, NY, 100201104
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 112 | $29.4M | $798,491 | $1.3M |
| 2023 | 109 | $25.1M | $1.1M | $1.1M |
| 2022 | 102 | $21.3M | $522,653 | $820,292 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $25,544 | — | $25,544 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,202 | — | $23,202 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,746
- Estimated Expense Ratio: 0.166% 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 | $51,286 | $28,084 | — | — | — |
| 2023 | $42,076 | $23,601 | — | — | — |
| 2022 | $46,049 | $1,370 | — | — | — |