Plan Snapshot
- Plan Sponsor: Associated Universities INC.
- Sponsor EIN: 111630900
- Sponsor Address: 2650 PARK TOWER DRIVE, SUITE 700, VIENNA, VA, 22180
- Plan Type: DC
- Total Participants: 616
- Total Assets: $204.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 616 | $204.8M | $5.7M | $0 |
| 2023 | 567 | $193.2M | $5.4M | $0 |
| 2022 | 530 | $173.4M | $5.0M | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | — | — | — | — | — |
| 2023 | $50,000 | — | $60,250 | — | — |
| 2022 | $72,228 | — | $72,228 | — | — |