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: DC
- Total Participants: 1,591
- Total Assets: $428.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,591 | $428.1M | $18.2M | $0 |
| 2023 | 1,531 | $380.6M | $17.0M | $0 |
| 2022 | 1,394 | $327.8M | $15.6M | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $103,409 | — | $103,409 |
| STRATEGIC ADVISORS | Investment Advisor | $39,384 | — | $39,384 |
| MULTNOMAH GROUP INC. | Investment Advisor | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS — Investment Advisor
- MULTNOMAH GROUP INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,793
- Estimated Expense Ratio: 0.039% of plan assets
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 | $347,642 | $64,384 | — | — | — |
| 2023 | $326,138 | $49,378 | $7,410 | — | — |
| 2022 | $315,396 | $12,500 | $12,500 | — | — |