# Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations DB Plan
Source: https://planprovider.pro/companies/afl-cio-staff-retirement-plan-congress-of-industrial-organizations-plan

> Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations's DB plan: 1,161 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Afl-Cio Staff Retirement Plan Congress Of Industrial Organizations

- **Sponsor EIN:** 530228172

- **Sponsor Address:** 815 16TH STREET, NW, ROOM 703, WASHINGTON, DC, 200064104

- **Plan Type:** DB

- **Total Participants:** 1,161

- **Total Assets:** $713.3M

## 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|1,161|$713.3M|$0|$0|

| 2023|1,116|$676.9M|$0|$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|

| CALIBRE CPA GROUP PLLC|Auditor|$74,000|—|$74,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $74,000

- **Estimated Expense Ratio:** 0.010% 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|$4,390,416|$2,079,105|$307,586|$74,000|—|

| 2023|$3,554,943|$1,886,886|$301,767|—|$766,602|

## Similar Plans

- [Trustee & Board Of Directors Of Afl-Cio Deferred Compensation Plan](https://planprovider.pro/companies/trustee-board-of-directors-of-afl-cio-deferred-compensation-plan-401k-plan) — 1,129 participants

- [International Brotherhood Of Electrical Workers](https://planprovider.pro/companies/international-brotherhood-of-electrical-workers-401k-plan-007) — 1,123 participants

- [American Federation Of State, County And Municipal Employees](https://planprovider.pro/companies/american-federation-of-state-county-and-municipal-employees-401k-plan) — 1,084 participants

- [Board Of Trustees Of The Liuna National 401k Retirement Savings Plan](https://planprovider.pro/companies/board-of-trustees-of-the-liuna-national-401k-retirement-savings-plan-401k-plan) — 1,671 participants

- [Communications Wkrs Of America](https://planprovider.pro/companies/communications-wkrs-of-america-afl-cio-clc-401k-plan) — 595 participants

- [American Federation Of State, County And Municipal Employees](https://planprovider.pro/companies/american-federation-of-state-county-and-municipal-employees-plan-001) — 1,741 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/afl-cio-staff-retirement-plan-congress-of-industrial-organizations-plan)

© 2026 PlanProvider.Pro