Plan Snapshot
- Plan Sponsor: American Society Of Health System Pharmacists
- Sponsor EIN: 520807628
- Sponsor Address: 4500 EAST WEST HIGHWAY, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $100.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 204 | $100.8M | $2.4M | $2.7M |
| 2023 | 206 | $88.2M | $2.3M | $2.5M |
| 2022 | 172 | $74.5M | $2.4M | $2.2M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $51,542 | — | $51,542 |
| SAGEVIEW ADVISORY GROUP LLC | NONE | $30,600 | — | $30,600 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- SAGEVIEW ADVISORY GROUP LLC — NONE
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,142
- Estimated Expense Ratio: 0.081% 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 | $81,662 | — | — | — | — |
| 2023 | $88,020 | — | — | — | — |
| 2022 | $45,653 | — | — | — | — |