Plan Snapshot
- Plan Sponsor: American Society Of Hematology
- Sponsor EIN: 237080568
- Sponsor Address: 2021 L STREET, NW SUITE 900, WASHINGTON, DC, 200364929
- Plan Type: 403(b)
- Total Participants: 149
- Total Assets: $54.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $54.0M | $1.8M | $1.4M |
| 2023 | 143 | $46.9M | $1.7M | $1.4M |
| 2022 | 128 | $35.8M | $1.4M | $1.2M |
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 |
|---|---|---|---|---|
| GELMAN ROSENBERG & FREEDMAN | 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 | $38,590 | $9 | $38,281 | — | — |
| 2023 | $26,163 | $13,891 | $12,272 | — | — |
| 2022 | $57,472 | — | — | — | — |