Plan Snapshot
- Plan Sponsor: American Physical Society
- Sponsor EIN: 131656610
- Sponsor Address: ONE PHYSICS ELLIPSE, FIFTH FLOOR, COLLEGE PARK, MD, 20740
- Plan Type: 403(b)
- Total Participants: 359
- Total Assets: $142.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 359 | $142.7M | $2.6M | $2.6M |
| 2023 | 349 | $129.9M | $2.3M | $2.5M |
| 2022 | 315 | $114.0M | $2.0M | $2.1M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $116,386 | $72,898 | $1,271 | — | — |
| 2023 | $100,642 | $56,421 | — | — | — |
| 2022 | $89,361 | $49,734 | — | — | — |