# Charities Aid Foundation America 401(k) Plan
Source: https://planprovider.pro/companies/charities-aid-foundation-america-401k-plan

> Charities Aid Foundation America's 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charities Aid Foundation America

- **Sponsor EIN:** 431634280

- **Sponsor Address:** 225 REINEKERS LANE, ALEXANDRIA, VA, 223142875

- **Plan Type:** 401(k)

- **Total Participants:** 123

- **Total Assets:** $6.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|123|$6.7M|$809,660|$813,029|

| 2023|141|$5.4M|$657,741|$669,520|

| 2022|111|$3.5M|$540,606|$555,031|

## 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|

| TORRILLO & ASSOCIATES, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TORRILLO & ASSOCIATES, LLC](https://planprovider.pro/provider/torrillo-and-associates-llc) — 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|$35,691|$16,942|$18,749|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Air-Conditioning, Heating And Refrigeration Institute](https://planprovider.pro/companies/air-conditioning-heating-and-refrigeration-institute-plan-002) — 119 participants

- [Packaging Machinery Manufacturers Institute](https://planprovider.pro/companies/packaging-machinery-manufacturers-institute-401k-plan) — 119 participants

- [The Mariners' Museum](https://planprovider.pro/companies/the-mariners-museum-403b-plan) — 118 participants

- [Community Health Accreditation Program](https://planprovider.pro/companies/community-health-accreditation-program-401k-plan) — 117 participants

- [American Armed Forces Mutual Aid Association](https://planprovider.pro/companies/american-armed-forces-mutual-aid-association-401k-plan-003) — 129 participants

- [National Apartment Association](https://planprovider.pro/companies/national-apartment-association-401k-plan) — 116 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/charities-aid-foundation-america-401k-plan)

© 2026 PlanProvider.Pro