Plan Snapshot
- Plan Sponsor: The International Association Of Lions Clubs
- Sponsor EIN: 361263962
- Sponsor Address: 300 WEST 22ND ST, OAK BROOK, IL, 605238815
- Plan Type: DB
- Total Participants: 40
- Total Assets: $53.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 40 | $53.4M | $0 | $0 |
| 2023 | 44 | $56.7M | $500,000 | $0 |
| 2022 | 49 | $55.2M | $300,000 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $19,035 | — | $19,035 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,035
- Estimated Expense Ratio: 0.036% 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 | $327,415 | $83,294 | — | $19,035 | — |
| 2023 | $286,632 | — | $185,943 | — | — |
| 2022 | $261,005 | — | — | — | — |