Plan Snapshot
- Plan Sponsor: Acdi/Voca
- Sponsor EIN: 520811461
- Sponsor Address: 20F ST NW, SUITE 707, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 303
- Total Assets: $41.9M
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. |
|---|---|---|---|---|
| 2025 | 303 | $41.9M | $0 | $0 |
| 2024 | 178 | $46.0M | $2.0M | $1.9M |
| 2023 | 179 | $39.4M | $1.7M | $1.7M |
| 2022 | 154 | $32.2M | $1.5M | $1.4M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Other Service Provider | — | $66,005 | $66,005 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $22,927 | — | $22,927 |
| RETIREMENT BENEFIT SOLUTIONS | Recordkeeper | — | $22,394 | $22,394 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,326
- Estimated Expense Ratio: 0.266% 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 |
|---|---|---|---|---|---|
| 2025 | $12,416,774 | $23,548 | $9,325 | — | — |
| 2024 | $27,482 | — | $27,482 | — | — |
| 2023 | $24,941 | — | $24,941 | — | — |
| 2022 | $21,137 | — | $21,137 | — | — |