Plan Snapshot
- Plan Sponsor: Campaign For Tobacco-Free Kids
- Sponsor EIN: 521969967
- Sponsor Address: 1400 I STREET NW, SUITE 1200, WASHINGTON, DC, 20005
- Plan Type: 403(b)
- Total Participants: 168
- Total Assets: $42.2M
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 | 168 | $42.2M | $1.8M | $1.5M |
| 2023 | 153 | $36.4M | $1.6M | $1.3M |
| 2022 | 136 | $32.0M | $1.5M | $1.2M |
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 |
|---|---|---|---|---|
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO, 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 | $91,515 | $55,439 | — | — | — |
| 2023 | $84,082 | $47,131 | — | — | — |
| 2022 | $144,494 | $119,212 | $19,482 | — | $5,800 |