Plan Snapshot
- Plan Sponsor: American Diabetes Association
- Sponsor EIN: 131623888
- Sponsor Address: 2451 CRYSTAL DRIVE, ARLINGTON, VA, 22202
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 433
- Total Assets: $42.5M
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. |
|---|---|---|---|---|
| 2024 | 433 | $42.5M | $875,451 | $2.5M |
| 2023 | 352 | $37.6M | $702,520 | $2.1M |
| 2022 | 295 | $32.0M | $600,951 | $1.7M |
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 | $19,805 | — | $19,805 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $7,516 | — | $7,516 |
| SMITH & DOWNEY PA | ERISA Attorney | $5,732 | — | $5,732 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
- STRATEGIC ADVISORS, INC. — Investment Advisor
- SMITH & DOWNEY PA — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,053
- Estimated Expense Ratio: 0.078% 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 | $17,624 | $7,516 | — | $19,805 | — |
| 2023 | -$6,758 | $8,323 | — | — | — |
| 2022 | -$7,782 | $6,833 | — | — | — |