Plan Snapshot
- Plan Sponsor: Association Of Certified Fraud Examiners, INC.
- Sponsor EIN: 742524096
- Sponsor Address: 716 WEST AVENUE, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 104 | $24.7M | $858,752 | $1.1M |
| 2023 | 92 | $26.1M | $871,946 | $926,777 |
| 2022 | 84 | $22.4M | $860,280 | $886,405 |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE CPA, 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 | $41,347 | $25,427 | — | — | — |
| 2023 | $2,421,069 | — | $43,297 | — | — |
| 2022 | $510,333 | — | $56,656 | — | — |