Plan Snapshot
- Plan Sponsor: American Society Of Clinical Oncology
- Sponsor EIN: 136180380
- Sponsor Address: 2318 MILL ROAD, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 446
- Total Assets: $123.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 446 | $123.5M | $4.3M | $5.3M |
| 2023 | 438 | $111.4M | $4.6M | $5.8M |
| 2022 | 495 | $92.0M | $4.2M | $5.2M |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | 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 | $88,594 | — | — | — | — |
| 2023 | $122,239 | — | — | $19,094 | — |
| 2022 | $102,008 | — | — | — | — |