Plan Snapshot
- Plan Sponsor: International Training & Exchange, INC.
- Sponsor EIN: 942919816
- Sponsor Address: 455 MARKET STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $18.7M
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 | 173 | $18.7M | $322,560 | $1.3M |
| 2023 | 147 | $14.9M | $291,206 | $1.3M |
| 2022 | 146 | $12.0M | $224,597 | $1.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $7,236 | $2,604 | — | — | — |
| 2023 | $1,288 | $1,013 | — | — | — |
| 2022 | $569 | $194 | — | — | — |