Plan Snapshot
- Plan Sponsor: Council For Advancement & Support Of Education Case
- Sponsor EIN: 521012307
- Sponsor Address: 1201 EYE STREET NW, WASHINGTON, DC, 20005
- Plan Type: DC
- Total Participants: 96
- Total Assets: $24.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 96 | $24.0M | $1.2M | $744,014 |
| 2023 | 98 | $20.1M | $1.1M | $667,494 |
| 2022 | 81 | $18.6M | $974,511 | $623,262 |
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 |
|---|---|---|---|---|
| WITHUM SMITH + BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH + BROWN, PC — Auditor
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 | $29,130 | — | $29,130 | — | — |
| 2023 | $23,487 | $14,113 | $7,700 | — | — |
| 2022 | $12,643 | $6,792 | $5,851 | — | — |