Plan Ledger DOL Form 5500 · updated monthly

International Foundation Employee Benefit Plans Inc.401(k)

INTERNATIONAL FOUNDATION EMPLOYEE THRIFT PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

International Foundation Employee Benefit Plans Inc. reported $46,119 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $6,737 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.17% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 721st-largest of 1,936 plans among Wisconsin employers on file, and the 846th of 3,341 in other services. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 102 to 145 since 2022.

Plan summary
Net assets, end of year$25,627,451
Participants with balances170
Active participants145
Employer contributions$976,873
Employee contributions$1,021,527
Employer contribution per active participant$6,737
Average account balance$150,750
Benefits paid to participants$1,811,582
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 170 accts · $977K emplr
2023$22.2M · 162 accts · $873K emplr
2022$18.9M · 142 accts · $731K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,697
Investment management$9,500
Audit (IQPA)$15,922
Total administrative$46,119
The International Foundation Employee Benefit Plans Inc. 401(k) match · 2024
Employer contribution per active participant$6,737
Median for plans this size$2,416
2024$6,737 per active participant
2023$6,616 per active participant
2022$7,171 per active participant

International Foundation Employee Benefit Plans Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK RETIREMENT PLAN SER. · Contract administrator · Custodial (securities)$20,697
LEGACY PROFESSIONALS LLP · Accounting / audit$15,922
RVK INC · Investment advisory (plan)$9,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$46,119 · 0.19%
2023$40,539 · 0.20%
2022$34,310 · 0.17%
Same employer
Similar plansOther Services · Wisconsin
Ablelight Inc. WI$30.0M · 0.81%
Delta Defense, LLC WI$28.5M · 0.34%
State Bar of Wisconsin WI$22.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391034021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.