Plan Snapshot
- Plan Sponsor: American Council For An Energy Efficient Economy
- Sponsor EIN: 942711707
- Sponsor Address: 529 14TH ST NW STE 600, WASHINGTON, DC, 200451802
- Plan Type: 403(b)
- Total Participants: 82
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 82 | $19.7M | $458,948 | $697,221 |
| 2023 | 82 | $16.5M | $427,238 | $704,741 |
| 2022 | 128 | $13.1M | $401,937 | $687,086 |
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 |
|---|---|---|---|---|
| COUNCILOR, BUCHANAN & MITCHELL | 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 | $2,805 | — | — | — | — |
| 2023 | $2,705 | — | — | — | — |
| 2022 | — | — | — | — | — |