Plan Snapshot
- Plan Sponsor: American Nurses Association
- Sponsor EIN: 131893923
- Sponsor Address: 8403 COLESVILLE ROAD, SILVER SPRING, MD, 20910
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $62.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 341 | $62.1M | $2.5M | $2.4M |
| 2023 | 303 | $55.2M | $2.3M | $2.3M |
| 2022 | 282 | $44.5M | $1.9M | $1.9M |
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 P.C. | 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 | $5,325 | — | — | — | — |
| 2023 | $4,725 | — | — | — | — |
| 2022 | $3,850 | — | — | — | — |