Plan Snapshot
- Plan Sponsor: American Society Of Mechanical Engineers
- Sponsor EIN: 131623899
- Sponsor Address: TWO PARK AVENUE, 7TH FLOOR, NEW YORK, NY, 10016
- Plan Type: 403(b)
- Total Participants: 148
- Total Assets: $95.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 148 | $95.1M | $0 | $0 |
| 2023 | 161 | $91.4M | $0 | $0 |
| 2022 | 166 | $85.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| TIAA | NONE | $12,732 | — | $12,732 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,732
- Estimated Expense Ratio: 0.013% 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 | $148,538 | — | — | — | — |
| 2023 | $142,379 | — | $9,626 | — | — |
| 2022 | $145,129 | — | — | — | — |