Plan Snapshot
- Plan Sponsor: American Welding Society
- Sponsor EIN: 130434890
- Sponsor Address: 8669 NW 36TH STREET #130, MIAMI, FL, 33166
- Plan Type: 403(b)
- Total Participants: 159
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $24.6M | $994,415 | $991,582 |
| 2023 | 155 | $20.6M | $795,926 | $847,471 |
| 2022 | 139 | $17.5M | $759,920 | $842,432 |
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 |
|---|---|---|---|---|
| BDO USA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA PC — Auditor
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 | $41,809 | $9,971 | $31,838 | — | — |
| 2023 | $40,548 | $9,447 | $31,071 | — | — |
| 2022 | $40,894 | $9,104 | $31,750 | — | — |