Plan Snapshot
- Plan Sponsor: International Foundation For Electoral Systems
- Sponsor EIN: 521527835
- Sponsor Address: 2011 CRYSTAL DRIVE FLOOR 10, ARLINGTON, VA, 22202
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $30.7M
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 | 165 | $30.7M | $1.1M | $1.6M |
| 2023 | 169 | $26.3M | $1.1M | $1.5M |
| 2022 | 191 | $21.5M | $1.1M | $1.4M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $2,285 | $79,970 | $82,255 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,255
- Estimated Expense Ratio: 0.268% 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 | $1,760 | — | $1,760 | — | — |
| 2023 | $1,416 | — | $1,416 | — | — |
| 2022 | $1,506 | — | $1,506 | — | — |