Plan Snapshot
- Plan Sponsor: American Type Culture Collection
- Sponsor EIN: 530196548
- Sponsor Address: 10801 UNIVERSITY BLVD, MANASSAS, VA, 201102204
- Plan Type: 403(b)
- Total Participants: 709
- Total Assets: $70.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 709 | $70.8M | $1.0M | $4.5M |
| 2023 | 665 | $59.1M | $908,967 | $3.8M |
| 2022 | 602 | $48.2M | $762,563 | $3.1M |
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 |
|---|---|---|---|---|
| KEITER CPAS | Auditor | $66,000 | — | $66,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,000
- Estimated Expense Ratio: 0.093% 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 | $152,677 | — | $77,720 | $66,000 | — |
| 2023 | $70,313 | — | $70,313 | — | — |
| 2022 | $65,200 | — | $65,200 | — | — |