Plan Snapshot
- Plan Sponsor: International Foundation Employee Benefit Plans INC.
- Sponsor EIN: 391034021
- Sponsor Address: 18700 W. BLUEMOUND ROAD, BROOKFIELD, WI, 530450069
- Plan Type: DC
- Total Participants: 145
- Total Assets: $25.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 145 | $25.6M | $976,873 | $1.0M |
| 2023 | 132 | $22.2M | $873,257 | $895,490 |
| 2022 | 102 | $18.9M | $731,446 | $754,040 |
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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $15,922 | — | $15,922 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,922
- Estimated Expense Ratio: 0.062% 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 | $46,119 | $9,500 | $20,697 | $15,922 | — |
| 2023 | $40,539 | $8,250 | $18,508 | $13,781 | — |
| 2022 | $34,310 | $7,085 | $13,144 | — | $14,081 |