Plan Snapshot
- Plan Sponsor: American Center For International
- Sponsor EIN: 521984713
- Sponsor Address: 1130 CONNECTICUT AVENUE, NW SUITE 8, WASHINGTON, DC, 20036
- Plan Type: DC
- Total Participants: 186
- Total Assets: $35.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 186 | $35.0M | $92,434 | $1.5M |
| 2023 | 168 | $31.0M | $108,265 | $1.3M |
| 2022 | 143 | $25.4M | $137,181 | $1.1M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $78,228 | — | $78,228 |
| MMA SECURITIES LLC | BROKER/DEALER | — | $59,535 | $59,535 |
| CALIBRE CPA GROUP PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,763
- Estimated Expense Ratio: 0.393% 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 | $78,229 | $347 | $77,582 | — | — |
| 2023 | $65,753 | $80 | $65,423 | — | — |
| 2022 | $73,560 | — | — | — | — |