Plan Snapshot
- Plan Sponsor: Bipartisan Policy Center
- Sponsor EIN: 731628382
- Sponsor Address: 1225 I STREET, NW, SUITE 1000, WASHINGTON, DC, 200053914
- Plan Type: 403(b)
- Total Participants: 165
- Total Assets: $28.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 165 | $28.6M | $1.4M | $1.6M |
| 2023 | 137 | $24.2M | $1.4M | $1.6M |
| 2022 | 197 | $19.4M | $1.3M | $1.4M |
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 |
|---|---|---|---|---|
| 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 | $17,791 | — | — | — | — |
| 2023 | $19,483 | — | — | — | — |
| 2022 | $16,052 | — | — | — | — |