Plan Snapshot
- Plan Sponsor: American Association Of Colleges And Universities
- Sponsor EIN: 521945674
- Sponsor Address: 1818 R STREET NW, WASHINGTON, MO, 20009
- Plan Type: 403(b)
- Total Participants: 64
- Total Assets: $26.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 64 | $26.3M | $564,636 | $266,008 |
| 2023 | 60 | $24.1M | $497,767 | $289,275 |
| 2022 | 63 | $21.1M | $420,177 | $191,703 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $1,379 | — | $1,379 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,379
- Estimated Expense Ratio: 0.005% 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 | $1,379 | — | — | $1,379 | — |
| 2023 | $6,449 | $6,032 | — | — | — |
| 2022 | $17,454 | $6,829 | — | — | $10,500 |