# Appalachian Trail Conservancy 403(b) Plan
Source: https://planprovider.pro/companies/appalachian-trail-conservancy-403b-plan

> Appalachian Trail Conservancy's 403(b) plan: 71 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Appalachian Trail Conservancy

- **Sponsor EIN:** 526046689

- **Sponsor Address:** 799 WASHINGTON STREET PO BOX 807, HARPERS FERRY, WV, 254250807

- **Plan Type:** 403(b)

- **Total Participants:** 71

- **Total Assets:** $10.5M

## 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|71|$10.5M|$244,950|$465,671|

| 2023|60|$9.2M|$252,841|$427,846|

| 2022|61|$8.1M|$219,811|$398,628|

## 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|

| YOUNT HYDE & BARBER, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [YOUNT HYDE & BARBER, P.C.](https://planprovider.pro/provider/yount-hyde-and-barbour-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|$32,132|—|$32,132|—|—|

| 2023|$28,694|—|$28,694|—|—|

| 2022|$25,387|$24,522|$865|—|—|

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