Plan Snapshot
- Plan Sponsor: American Speech-Language-Hearing Association
- Sponsor EIN: 530240474
- Sponsor Address: 2200 RESEARCH BLVD, ROCKVILLE, MD, 20850
- Plan Type: DB
- Total Participants: 297
- Total Assets: $99.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 297 | $99.7M | $2.0M | $0 |
| 2023 | 286 | $94.1M | $3.9M | $0 |
| 2022 | 272 | $87.9M | $3.2M | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $121,194 | — | $121,194 |
| MERCER INVESTMENTS LLC | Investment Advisor | $102,741 | — | $102,741 |
| JPMORGAN CHASE BANK NATI | Investment Advisor | $37,773 | — | $37,773 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK NATI — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,708
- Estimated Expense Ratio: 0.263% 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 | $329,161 | $140,518 | $133,901 | — | — |
| 2023 | $662,402 | $92,363 | $100,378 | — | — |
| 2022 | $664,038 | $38,632 | $55,552 | — | — |