# Air Force Retired Officers Community - Washington, D.C. 401(k) Plan
Source: https://planprovider.pro/companies/air-force-retired-officers-community-washington-d-c-401k-plan

> Air Force Retired Officers Community - Washington, D.C.'s 401(k) plan: 353 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Air Force Retired Officers Community - Washington, D.C.

- **Sponsor EIN:** 521404857

- **Sponsor Address:** 20522 FALCONS LANDING CIRCLE, POTOMAC FALLS, VA, 20165

- **Plan Type:** 401(k)

- **Total Participants:** 353

- **Total Assets:** $15.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|353|$15.5M|$433,750|$988,740|

| 2023|348|$14.6M|$394,734|$940,144|

| 2022|317|$12.4M|$383,824|$856,077|

## 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|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT MANAGER|$21,197|—|$21,197|

| PENSERV PLAN SERVICES, INC.|RECORDKEEPER|$10,391|—|$10,391|

| PLANTE MORAN, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,588

- **Estimated Expense Ratio:** 0.204% 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|$31,588|$21,197|$10,391|—|—|

| 2023|$35,906|$24,912|$10,994|—|—|

| 2022|$33,946|$26,221|$7,725|—|—|

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