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: 465
- Total Assets: $29.3M
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 | 465 | $29.3M | $4.6M | $0 |
| 2023 | 427 | $22.9M | $4.2M | $0 |
| 2022 | 406 | $17.2M | $4.1M | $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 | $16,710 | — | $16,710 |
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: $16,710
- Estimated Expense Ratio: 0.057% 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 | $204,856 | $50,774 | — | $16,710 | — |
| 2023 | $189,364 | $32,803 | — | $15,750 | — |
| 2022 | $163,393 | $15,617 | — | — | $108,176 |