# Common Cause Education Fund 401(k) Plan
Source: https://planprovider.pro/companies/common-cause-education-fund-401k-plan

> Common Cause Education Fund&#39;s 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — INVESTMENT/ FINANCIAL AD

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

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