Plan Snapshot
- Plan Sponsor: American Society For Testing And Materials
- Sponsor EIN: 231352024
- Sponsor Address: 100 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA, 194282959
- Plan Type: 403(b)
- Total Participants: 311
- Total Assets: $73.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 311 | $73.0M | $1.5M | $3.1M |
| 2023 | 297 | $63.4M | $1.4M | $2.9M |
| 2022 | 299 | $54.7M | $1.3M | $2.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $23,628 | — | $23,628 |
| EISNERAMPERLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- EISNERAMPERLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,628
- Estimated Expense Ratio: 0.032% 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 | $25,722 | $23,628 | $300 | — | — |
| 2023 | $22,816 | $20,760 | — | — | — |
| 2022 | $20,912 | $19,100 | — | — | — |