Plan Snapshot
- Plan Sponsor: American Enterprise Institute
- Sponsor EIN: 530218495
- Sponsor Address: 1789 MASSACHUSETTS AVE, NW, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 359
- Total Assets: $100.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 359 | $100.3M | $2.8M | $1.9M |
| 2023 | 360 | $91.9M | $2.6M | $1.8M |
| 2022 | 353 | $82.4M | $2.4M | $1.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $7,267 | $6,659 | — | — | — |
| 2023 | $3,858 | $3,808 | — | — | — |
| 2022 | $464 | — | $464 | — | — |