# American Society For Testing And Materials 403(b) Plan
Source: https://planprovider.pro/companies/american-society-for-testing-and-materials-403b-plan

> American Society For Testing And Materials's 403(b) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [EISNERAMPERLLP](https://planprovider.pro/provider/eisneramper-llp) — 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|—|—|—|

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