Plan Snapshot
- Plan Sponsor: American Cancer Society, INC.
- Sponsor EIN: 131788491
- Sponsor Address: 270 PEACHTREE ST NW, ATLANTA, GA, 303031246
- Plan Type: 403(b)
- Total Participants: 2,783
- Total Assets: $425.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,783 | $425.5M | $11.5M | $20.8M |
| 2023 | 2,703 | $378.9M | $11.2M | $19.2M |
| 2022 | 2,551 | $311.1M | $9.2M | $16.3M |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | $33,000 | — | $33,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,000
- Estimated Expense Ratio: 0.008% 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 | $441,095 | $76,070 | — | $33,000 | — |
| 2023 | $393,076 | $76,070 | — | $15,500 | — |
| 2022 | $411,246 | — | — | — | — |