Plan Snapshot
- Plan Sponsor: American Chemical Society
- Sponsor EIN: 530196572
- Sponsor Address: 1155 16TH ST NW, WASHINGTON, DC, 200364839
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 2,568
- Total Assets: $450.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,568 | $450.0M | $0 | $0 |
| 2024 | 1,852 | $404.7M | $0 | $21.1M |
| 2023 | 1,828 | $367.1M | $0 | $20.3M |
| 2022 | 1,804 | $321.2M | $940 | $19.1M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $46,501 | — | $46,501 |
| CLIFTONLARSONALLEN LLP | Auditor | $10,078 | — | $10,078 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,579
- Estimated Expense Ratio: 0.013% 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 |
|---|---|---|---|---|---|
| 2025 | $41,035,421 | — | — | — | — |
| 2024 | $19,517 | — | — | — | — |
| 2023 | $19,938 | — | — | — | — |
| 2022 | $20,121 | — | — | — | — |