Plan Snapshot
- Plan Sponsor: American Association Of University Women,INC
- Sponsor EIN: 526032738
- Sponsor Address: 1310 L STREET NW, SUITE 1000, WASHINGTON, DC, 200054399
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $11.4M
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 | 37 | $11.4M | $150,205 | $303,874 |
| 2023 | 46 | $10.4M | $147,235 | $311,739 |
| 2022 | 40 | $9.4M | $155,900 | $328,675 |
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 |
|---|---|---|---|---|
| GELMAN ROSENBERG & FREEDMAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $871 | — | $871 | — | — |
| 2023 | $1,668 | — | $1,668 | — | — |
| 2022 | $1,464 | — | $1,464 | — | — |