# American Diabetes Association 403(b) Plan
Source: https://planprovider.pro/companies/american-diabetes-association-131623888-002

> American Diabetes Association&#39;s 403(b) plan: 433 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [SMITH & DOWNEY PA](https://planprovider.pro/provider/smith-and-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|—|—|—|

## Similar Plans

- [The Club Management Association Of America](https://planprovider.pro/companies/club-managers-association-of-america-inc-401k-plan) — 7,235 participants

- [The Nature Conservancy](https://planprovider.pro/companies/the-nature-conservancy-401k-plan) — 6,763 participants

- [Acce Benefit Trust](https://planprovider.pro/companies/acce-benefit-trust-401k-plan) — 5,598 participants

- [Noblis, INC.](https://planprovider.pro/companies/noblis-inc-plan-001) — 4,085 participants

- [Noblis, INC.](https://planprovider.pro/companies/noblis-inc-403b-plan) — 3,942 participants

- [The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B](https://planprovider.pro/companies/the-board-of-trustees-of-the-catholic-charities-usa-employee-welfare-b-456491273-501) — 2,733 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-diabetes-association-131623888-002)

&copy; 2026 PlanProvider.Pro
