Plan Snapshot
- Plan Sponsor: American Public Health Association
- Sponsor EIN: 131628688
- Sponsor Address: 800 I ST NW, WASHINGTON, DC, 200013710
- Plan Type: 403(b)
- Total Participants: 69
- Total Assets: $20.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 69 | $20.7M | $329,135 | $464,783 |
| 2023 | 69 | $18.8M | $301,262 | $457,268 |
| 2022 | 67 | $17.4M | $284,985 | $427,275 |
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 |
|---|---|---|---|---|
| PRM CONSULTING | Other Service Provider | $26,791 | — | $26,791 |
| TIAA | Other Service Provider | $24,645 | — | $24,645 |
| MCKONLY & ASBURY LLP | Other Service Provider | $12,116 | — | $12,116 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Other Service Provider
- MCKONLY & ASBURY LLP — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,552
- Estimated Expense Ratio: 0.308% 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 | $63,327 | — | $63,327 | — | — |
| 2023 | $38,133 | — | $38,133 | — | — |
| 2022 | $15,978 | — | $15,978 | — | — |