# Center On Budget And Policy Priorities 403(b) Plan
Source: https://planprovider.pro/companies/center-on-budget-and-policy-priorities-403b-plan

> Center On Budget And Policy Priorities's 403(b) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|—|—|

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