Plan Snapshot
- Plan Sponsor: Common Cause Education Fund
- Sponsor EIN: 311705370
- Sponsor Address: 805 15TH STREET NW, WASHINGTON, DC, 200051002
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 129 | $13.5M | $443,806 | $890,738 |
| 2023 | 123 | $12.1M | $392,025 | $791,770 |
| 2022 | 118 | $11.3M | $360,976 | $708,217 |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | INVESTMENT/ FINANCIAL AD | $23,913 | — | $23,913 |
| ADP, INC. | RECORD KEEPER | $18,752 | — | $18,752 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES — INVESTMENT/ FINANCIAL AD
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,665
- Estimated Expense Ratio: 0.317% 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 | $42,665 | $23,913 | — | — | — |
| 2023 | $40,950 | $22,651 | — | — | — |
| 2022 | $42,686 | — | — | — | — |