Plan Snapshot
- Plan Sponsor: American Federation Of State, County And Municipal Employees
- Sponsor EIN: 530237789
- Sponsor Address: 1625 L ST., N.W., WASHINGTON, DC, 200365687
- Plan Type: 401(k)
- Total Participants: 1,084
- Total Assets: $195.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,084 | $195.3M | $834,945 | $6.6M |
| 2023 | 1,284 | $212.0M | $243,487 | $7.9M |
| 2022 | 1,271 | $195.1M | $191,187 | $7.8M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — Auditor
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 | $32,730 | — | $32,730 | — | — |
| 2023 | $50,381 | — | $50,381 | — | — |
| 2022 | $73,905 | — | $73,905 | — | — |