# Ikea North America Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/taskrabbit-inc-401k-plan

> Ikea North America Services, LLC's 401(k) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SENSIBA LLP](https://planprovider.pro/provider/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|—|—|—|

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