Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers
- Sponsor EIN: 366052390
- Sponsor Address: 4115 CHESAPEAKE STREET, NW, WASHINGTON, DC, 200164665
- Plan Type: DB
- Total Participants: 104,686
- Total Assets: $27.4B
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. |
|---|---|---|---|---|
| 2025 | 104,686 | $27.4B | $0 | $0 |
| 2024 | 103,525 | $24.9B | $0 | $0 |
| 2023 | 100,627 | $23.5B | $0 | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $273,767 | — | $273,767 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $273,767
- Estimated Expense Ratio: 0.001% 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 |
|---|---|---|---|---|---|
| 2025 | $50,861,215 | $14,512,055 | — | $273,767 | — |
| 2024 | $50,322,330 | $14,927,909 | — | $185,395 | — |
| 2023 | $56,527,884 | $33,848,058 | — | — | $1,687,861 |