Plan Snapshot
- Plan Sponsor: Acdi/Voca
- Sponsor EIN: 520811461
- Sponsor Address: 50 F STREET, NW SUITE 1075, WASHINGTON, DC, 200011532
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $46.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 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 | SERVICE PROVIDER | — | $58,076 | $58,076 |
| RETIREMENT BENEFIT SOLUTIONS | THIRD PARTY ADMIN | — | $20,166 | $20,166 |
| MORNINGSTAR INVESTMENT MNGT LLC | SERVICE PROVIDER | $12,790 | — | $12,790 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — SERVICE PROVIDER
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,032
- Estimated Expense Ratio: 0.198% 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 | $27,482 | — | $27,482 | — | — |
| 2023 | $24,941 | — | $24,941 | — | — |
| 2022 | $21,137 | — | $21,137 | — | — |