Plan Snapshot
- Plan Sponsor: International Fellowship Of Christians & Jews, INC.
- Sponsor EIN: 363256096
- Sponsor Address: 303 E WACKER DRIVE, CHICAGO, IL, 60601
- Plan Type: 403(b)
- Total Participants: 128
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 128 | $16.3M | $496,559 | $738,780 |
| 2023 | 118 | $15.0M | $457,967 | $703,447 |
| 2022 | 116 | $12.5M | $423,685 | $666,383 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $22,458 | — | $22,458 | — | — |
| 2023 | $28,303 | — | $28,303 | — | — |
| 2022 | $16,325 | — | $16,325 | — | — |