# Close Up Foundation 401(k) Plan
Source: https://planprovider.pro/companies/close-up-foundation-401k-plan

> Close Up Foundation's 401(k) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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