Plan Snapshot
- Plan Sponsor: Academyhealth
- Sponsor EIN: 521260918
- Sponsor Address: 1666 K STREET, NW SUITE 1100, WASHINGTON, DC, 200061215
- Plan Type: 403(b)
- Total Participants: 139
- Total Assets: $24.0M
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 | 139 | $24.0M | $404,467 | $447,799 |
| 2023 | 179 | $24.3M | $406,849 | $424,852 |
| 2022 | 120 | $16.7M | $332,830 | $387,686 |
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 | Recordkeeper | $10,067 | — | $10,067 |
| MML INVESTORS SERVICES, LLC | Investment Advisor | $10,000 | — | $10,000 |
| TRIBRIDGE PARTNERS FINANCIAL LLC | Other Service Provider | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- MML INVESTORS SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,067
- Estimated Expense Ratio: 0.126% 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 | $146,076 | — | $30,067 | $116,009 | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |