Plan Snapshot
- Plan Sponsor: Association Of Universities For Research In Astronomy, INC.
- Sponsor EIN: 860138043
- Sponsor Address: 1331 PENNSYLVANIA AVE NW, WASHINGTON, DC, 20004
- Plan Type: 403(b)
- Total Participants: 1,557
- Total Assets: $298.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,557 | $298.8M | $0 | $13.4M |
| 2023 | 1,481 | $273.4M | $0 | $12.4M |
| 2022 | 1,361 | $237.3M | $0 | $11.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $230,951 | $26,172 | — | — | — |
| 2023 | $216,739 | $47,318 | $2 | — | — |
| 2022 | $217,619 | $14,432 | $10,568 | — | — |