Plan Snapshot
- Plan Sponsor: American Type Culture Collection
- Sponsor EIN: 530196548
- Sponsor Address: 10801 UNIVERSITY BLVD, MANASSAS, VA, 201102204
- Plan Type: DC
- Total Participants: 710
- Total Assets: $64.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 710 | $64.8M | $3.9M | $0 |
| 2023 | 669 | $54.9M | $3.4M | $0 |
| 2022 | 603 | $47.2M | $2.7M | $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 |
|---|---|---|---|---|
| KEITER CPAS | Auditor | $2,191 | — | $2,191 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,191
- Estimated Expense Ratio: 0.003% 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 | $79,305 | — | $77,114 | $2,191 | — |
| 2023 | $154,659 | — | $66,552 | — | — |
| 2022 | $96,072 | — | $58,027 | — | $38,045 |