# International Training & Exchange, INC. 401(k) Plan
Source: https://planprovider.pro/companies/international-training-exchange-inc-401k-plan

> International Training & Exchange, INC.'s 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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