Plan Snapshot
- Plan Sponsor: Air & Space Forces Association
- Sponsor EIN: 526043929
- Sponsor Address: 1201 SOUTH JOYCE ST, ARLINGTON, VA, 222022067
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $14.1M
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 | 85 | $14.1M | $952,918 | $935,026 |
| 2023 | 84 | $12.6M | $879,362 | $898,368 |
| 2022 | 117 | $10.1M | $709,157 | $625,573 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $76,334 | — | $76,334 |
| WELLS FARGO CLEARING SVCS (WF ADVS) | INVESTMENT ADVISORY | — | $31,575 | $31,575 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,909
- Estimated Expense Ratio: 0.764% 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 | $13,237 | — | $13,237 | — | — |
| 2023 | $63,163 | — | $63,163 | — | — |
| 2022 | — | — | — | — | — |