Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Cpf Of The Iuoe & Part. Empl.
- Sponsor EIN: 366052390
- Sponsor Address: 4115 CHESAPEAKE STREET, NW, WASHINGTON, DC, 200164665
- Plan Type: DB
- Total Participants: 80
- Total Assets: $44.2M
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 | 80 | $44.2M | $0 | $0 |
| 2024 | 74 | $39.4M | $0 | $0 |
| 2023 | 65 | $36.5M | $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 | — | — | $0 |
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: $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 |
|---|---|---|---|---|---|
| 2025 | $3,753 | $3,753 | — | — | — |
| 2024 | $3,821 | $3,821 | — | — | — |
| 2023 | $4,083 | $4,083 | — | — | — |