Plan Snapshot
- Plan Sponsor: Asca Foundation
- Sponsor EIN: 860307698
- Sponsor Address: 1012 CAMERON STREET, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 262 | $13.6M | $483,633 | $887,052 |
| 2023 | 243 | $10.9M | $653,356 | $772,273 |
| 2022 | 129 | $7.9M | $331,675 | $606,332 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
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 | $94,344 | — | $94,344 | — | — |
| 2023 | $72,645 | — | $72,645 | — | — |
| 2022 | $232,034 | — | $49,891 | — | — |