Plan Snapshot
- Plan Sponsor: Center On Budget And Policy Priorities
- Sponsor EIN: 521234565
- Sponsor Address: 1275 FIRST STREET NE, WASHINGTON, DC, 200023193
- Plan Type: 403(b)
- Total Participants: 139
- Total Assets: $61.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 139 | $61.0M | $1.2M | $1.3M |
| 2023 | 141 | $55.6M | $1.1M | $1.3M |
| 2022 | 132 | $46.8M | $1.2M | $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 |
|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | Other Service Provider | $54,243 | — | $54,243 |
| ROCATON INVESTMENT ADVISORS | Other Service Provider | $11,522 | — | $11,522 |
| ROGERS & COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,765
- Estimated Expense Ratio: 0.108% 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 | $67,994 | — | $67,994 | — | — |
| 2023 | $57,056 | — | $57,056 | — | — |
| 2022 | $44,123 | — | $44,123 | — | — |