Plan Snapshot
- Plan Sponsor: American Federation Of Government Employees
- Sponsor EIN: 530025740
- Sponsor Address: 80 F STREET, NW, WASHINGTON, DC, 200011528
- Plan Type: DB
- Total Participants: 282
- Total Assets: $186.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 282 | $186.2M | $0 | $0 |
| 2023 | 316 | $169.4M | $0 | $0 |
| 2022 | 258 | $154.9M | $6.5M | $0 |
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 |
|---|---|---|---|---|
| MARSHFIELD ASSOCIATES | Other Service Provider | $212,413 | — | $212,413 |
| SEGALL, BRYANT & HAMILL | Other Service Provider | $86,179 | — | $86,179 |
| CHEIRON | Other Service Provider | $59,618 | — | $59,618 |
| US REAL ESTATE INVESTMENT FUND | Other Service Provider | $56,896 | — | $56,896 |
| ASSOCIATED ADMINISTRATORS | Other Service Provider | $54,648 | — | $54,648 |
| SLEVIN & HART, PC | ERISA Attorney | $48,699 | — | $48,699 |
| STANDARD VALUATIONS | Other Service Provider | $42,100 | — | $42,100 |
| CHARTWELL INVESTMENT PARTNERS INC | Other Service Provider | $41,529 | — | $41,529 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $33,200 | — | $33,200 |
| CALIBRE CPA GROUP PLLC | Auditor | $21,791 | — | $21,791 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $20,261 | — | $20,261 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, PC — ERISA Attorney
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $677,334
- Estimated Expense Ratio: 0.364% 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 | $848,423 | $587,902 | $54,648 | $21,791 | — |
| 2023 | $851,714 | $623,557 | $71,450 | $14,600 | — |
| 2022 | $850,716 | $661,549 | $69,705 | — | $76,807 |