# Ithaka Harbors, INC. 403(b) Plan
Source: https://planprovider.pro/companies/ithaka-harbors-inc-403b-plan

> Ithaka Harbors, INC.'s 403(b) plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ithaka Harbors, INC.

- **Sponsor EIN:** 133857105

- **Sponsor Address:** 165 BROADWAY, 5FL, NEW YORK, NY, 10006

- **Plan Type:** 403(b)

- **Total Participants:** 415

- **Total Assets:** $161.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|415|$161.1M|$4.5M|$3.3M|

| 2023|421|$143.0M|$4.6M|$3.3M|

| 2022|416|$117.6M|$4.0M|$2.9M|

## 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|

| TIAA|NONE|$162,656|—|$162,656|

| ALLIANT RETIREMENT SERVICES|NONE|$12,500|—|$12,500|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $175,156

- **Estimated Expense Ratio:** 0.109% 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|$174,031|—|$174,031|—|—|

| 2023|$165,409|—|$165,409|—|—|

| 2022|$134,039|—|$118,289|—|$15,750|

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