Plan Snapshot
- Plan Sponsor: Ikea North America Services, LLC
- Sponsor EIN: 263350055
- Sponsor Address: 237 KEARNY STREET, SAN FRANCISCO, CA, 94108
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $31.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 328 | $31.4M | $2.4M | $4.0M |
| 2023 | 287 | $23.8M | $2.1M | $3.5M |
| 2022 | 279 | $15.6M | $1.8M | $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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $63,633 | — | $63,633 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,893 | — | $12,893 |
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,526
- Estimated Expense Ratio: 0.243% 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 | $79,626 | $76,526 | — | — | — |
| 2023 | $57,898 | $55,066 | — | — | — |
| 2022 | $43,928 | $6,994 | — | — | — |