Plan Snapshot
- Plan Sponsor: International Fund For Animal Welfare, INC.
- Sponsor EIN: 311594197
- Sponsor Address: 290 SUMMER STREET, YARMOUTH PORT, MA, 02675
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $38.6M
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 | 135 | $38.6M | $843,692 | $1.4M |
| 2023 | 149 | $34.7M | $856,882 | $1.4M |
| 2022 | 142 | $29.1M | $394,192 | $615,974 |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | 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 | $65,870 | $65,171 | — | — | — |
| 2023 | $56,660 | $56,660 | — | — | — |
| 2022 | $27,800 | — | $27,800 | — | — |