Plan Snapshot
- Plan Sponsor: Asia Society
- Sponsor EIN: 133234632
- Sponsor Address: 725 PARK AVENUE, NEW YORK, NY, 100215025
- Plan Type: 403(b)
- Total Participants: 132
- Total Assets: $58.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 132 | $58.1M | $614,095 | $891,162 |
| 2023 | 126 | $52.6M | $551,196 | $874,033 |
| 2022 | 96 | $46.2M | $498,981 | $692,089 |
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 |
|---|---|---|---|---|
| DORFMAN ABRAMS MUSIC LLC | 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 | $47,384 | — | $44,954 | — | — |
| 2023 | $23,799 | — | — | — | — |
| 2022 | $23,824 | — | — | — | — |