Plan Snapshot
- Plan Sponsor: American Association Of Colleges Of Nursing
- Sponsor EIN: 520971333
- Sponsor Address: 655 K ST N.W. SUITE 750, WASHINGTON, DC, 200012399
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 62
- Total Assets: $27.3M
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 | 62 | $27.3M | $734,264 | $667,465 |
| 2023 | 66 | $23.5M | $661,093 | $623,336 |
| 2022 | 64 | $20.2M | $651,744 | $579,119 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $37,115 | — | $37,115 |
| RBC WEALTH MANAGEMENT | Investment Advisor | $5,021 | — | $5,021 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- RBC WEALTH MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,136
- Estimated Expense Ratio: 0.154% 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 | $42,179 | — | $42,179 | — | — |
| 2023 | $38,655 | — | $38,655 | — | — |
| 2022 | $32,619 | — | $32,619 | — | — |