Plan Snapshot
- Plan Sponsor: Close Up Foundation
- Sponsor EIN: 237122882
- Sponsor Address: 671 N. GLEBE ROAD, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 212 | $9.1M | $0 | $387,171 |
| 2023 | 166 | $8.8M | $90,000 | $339,492 |
| 2022 | 160 | $8.3M | $0 | $328,460 |
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 |
|---|---|---|---|---|
| GELMAN, ROSENBERG & FREEDMAN, PC | Auditor | — | — | $0 |
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 | $31,444 | $80 | $31,364 | — | — |
| 2023 | $41,331 | $9,202 | $3,000 | — | — |
| 2022 | $41,541 | — | $41,541 | — | — |