Plan Snapshot
- Plan Sponsor: American Institute Of Chemical Engineers
- Sponsor EIN: 131623892
- Sponsor Address: 120 WALL ST FLOOR 23, NEW YORK, NY, 10005
- Plan Type: 403(b)
- Total Participants: 111
- Total Assets: $29.7M
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 | 111 | $29.7M | $1.3M | $812,430 |
| 2023 | 117 | $26.7M | $1.3M | $847,594 |
| 2022 | 121 | $23.0M | $1.3M | $782,993 |
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 |
|---|---|---|---|---|
| COHNREZNICK | 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 | $18,286 | $607 | — | — | — |
| 2023 | $16,761 | $498 | — | — | — |
| 2022 | $13,909 | — | — | — | — |