Plan Snapshot
- Plan Sponsor: American College Of Cardiology Foundation
- Sponsor EIN: 135641985
- Sponsor Address: 2400 N STREET NW, WASHINGTON, DC, 20037
- Plan Type: 403(b)
- Total Participants: 531
- Total Assets: $223.8M
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 | 531 | $223.8M | $6.0M | $4.2M |
| 2023 | 520 | $198.0M | $5.3M | $4.1M |
| 2022 | 452 | $173.3M | $5.2M | $4.0M |
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 |
|---|---|---|---|---|
| BDO USA, P. C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P. C. — Auditor
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 | $79,167 | — | $983 | — | — |
| 2023 | $77,214 | — | $358 | — | — |
| 2022 | $95,875 | — | — | — | — |