Plan Snapshot
- Plan Sponsor: Council For Professional Recognition
- Sponsor EIN: 521410357
- Sponsor Address: 1441 L STREET NW SUITE 600, WASHINGTON, DC, 20005
- Plan Type: 403(b)
- Total Participants: 65
- Total Assets: $9.4M
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 | 65 | $9.4M | $568,309 | $298,794 |
| 2023 | 59 | $8.2M | $457,695 | $260,240 |
| 2022 | 47 | $4.9M | $400,139 | $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 |
|---|---|---|---|---|
| GRF | Auditor | — | — | $0 |
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 | $7,259 | $4,028 | $3,231 | — | — |
| 2023 | $2,273 | $1,088 | $1,185 | — | — |
| 2022 | $575 | — | — | — | — |