Plan Snapshot
- Plan Sponsor: International Foundation Of Employee Benefit Plans, INC.
- Sponsor EIN: 391034021
- Sponsor Address: 18700 W. BLUEMOUND ROAD, BROOKFIELD, WI, 53045
- Plan Type: DB
- Total Participants: 126
- Total Assets: $51.6M
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 | 126 | $51.6M | $1.4M | $0 |
| 2023 | 112 | $50.6M | $910,000 | $0 |
| 2022 | 94 | $48.6M | $1.5M | $0 |
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 |
|---|---|---|---|---|
| RVK INC | Other Service Provider | $57,000 | — | $57,000 |
| WELLINGTON TRUST | Other Service Provider | $23,222 | — | $23,222 |
| LEGACY PROFESSIONALS LLP | Auditor | $21,657 | — | $21,657 |
| NEW TOWER TRUST COMPANY | Other Service Provider | $21,235 | — | $21,235 |
| NB ALTERNATIVES ADVISERS, LLC | Other Service Provider | $15,268 | — | $15,268 |
| IR&M LONG GOVT CREDIT FUND | Other Service Provider | $14,823 | — | $14,823 |
| LOOMIS SAYLES NHIT | Other Service Provider | $13,025 | — | $13,025 |
| MESIROW FINANCIAL FUND VIII | Other Service Provider | $11,726 | — | $11,726 |
| UNITED OF OMAHA LIFE INSURANCE CO | Other Service Provider | $8,993 | — | $8,993 |
| MILLIMAN U.S.A | Recordkeeper | $8,278 | — | $8,278 |
| STATE STREET GLOBAL ADVISOR TRUST C | Other Service Provider | $5,621 | — | $5,621 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- MILLIMAN U.S.A — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $200,848
- Estimated Expense Ratio: 0.389% 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 | $243,689 | $174,461 | $8,993 | $21,657 | — |
| 2023 | $406,312 | $167,336 | $8,205 | $21,331 | — |
| 2022 | $333,207 | $83,057 | $7,776 | — | $51,334 |