Plan Snapshot
- Plan Sponsor: Communications Workers Of America, Afl-Cio, Clc
- Sponsor EIN: 530246709
- Sponsor Address: 501 3RD STREET, N.W., WASHINGTON, DC, 200012760
- Plan Type: DB
- Total Participants: 116
- Total Assets: $129.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $129.1M | $3.0M | $0 |
| 2023 | 121 | $125.0M | $4.0M | $0 |
| 2022 | 128 | $121.1M | $5.2M | $0 |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $49,750 | — | $49,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,750
- Estimated Expense Ratio: 0.039% 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 | $438,610 | $218,310 | — | $49,750 | — |
| 2023 | $994,849 | $239,460 | — | $46,900 | — |
| 2022 | $975,276 | $264,203 | — | — | $135,867 |