Plan Snapshot
- Plan Sponsor: International Data Base Corp.
- Sponsor EIN: 112664257
- Sponsor Address: 15 BRITISH AMERICAN BLVD, LATHAM, NY, 12110
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $17.9M
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 | 219 | $17.9M | $456,270 | $1.4M |
| 2023 | 184 | $14.6M | $483,601 | $1.3M |
| 2022 | 205 | $11.5M | $621,022 | $990,916 |
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 |
|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | ADVISOR | $46,545 | — | $46,545 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $26,845 | — | $26,845 |
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ADKF, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,390
- Estimated Expense Ratio: 0.410% 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 | $73,390 | $46,545 | — | — | — |
| 2023 | $59,770 | $37,760 | — | — | — |
| 2022 | $1,455,255 | — | $28,461 | — | — |