# American Academy Of Otolaryngology - Head And Neck Surgery Foundation 403(b) Plan
Source: https://planprovider.pro/companies/american-academy-of-otolaryngology-head-and-neck-surgery-foundation-403b-plan

> American Academy Of Otolaryngology - Head And Neck Surgery Foundation's 403(b) plan: 62 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Academy Of Otolaryngology - Head And Neck Surgery Foundation

- **Sponsor EIN:** 521219434

- **Sponsor Address:** 1650 DIAGONAL RD, ALEXANDRIA, VA, 223142857

- **Plan Type:** 403(b)

- **Total Participants:** 62

- **Total Assets:** $16.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|62|$16.2M|$418,697|$321,535|

| 2023|63|$15.0M|$417,313|$346,328|

| 2022|58|$13.1M|$390,020|$359,715|

## 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, LLC|ADVISOR|$14,333|—|$14,333|

| TIAA|RECORDKEEPER|$12,067|—|$12,067|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,400

- **Estimated Expense Ratio:** 0.163% 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|$30,695|—|$30,695|—|—|

| 2023|$24,348|—|$24,348|—|—|

| 2022|$13,896|—|$13,896|—|—|

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