Plan Snapshot
- Plan Sponsor: American Society Of Association Executives
- Sponsor EIN: 530026940
- Sponsor Address: 1575 I STREET NW SUITE 1100, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $33.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 75 | $33.9M | $997,813 | $760,049 |
| 2023 | 62 | $35.8M | $879,699 | $620,984 |
| 2022 | 59 | $33.5M | $783,601 | $639,179 |
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 |
|---|---|---|---|---|
| JONES, MARESCA & MCELWANEY, P.A | 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 | $17,435 | $6,500 | — | — | — |
| 2023 | $16,620 | $7,067 | — | — | — |
| 2022 | $17,129 | $17,129 | — | — | — |