Plan Snapshot
- Plan Sponsor: International Shoppes, INC.
- Sponsor EIN: 111976807
- Sponsor Address: 540 ROCKAWAY AVENUE, VALLEY STREAM, NY, 11581
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 197 | $13.0M | $228,315 | $832,862 |
| 2023 | 146 | $11.3M | $211,312 | $651,152 |
| 2022 | 166 | $9.8M | $178,293 | $631,049 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
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 | $24,143 | $22,258 | — | — | — |
| 2023 | $20,918 | $19,583 | — | — | — |
| 2022 | $19,786 | — | — | — | — |