Plan Snapshot
- Plan Sponsor: Counterpart International INC.
- Sponsor EIN: 136183605
- Sponsor Address: 1919 PENNSYLVANIA AVENUE, NW, SUITE, WASHINGTON, DC, 200063463
- Plan Type: 403(b)
- Total Participants: 161
- Total Assets: $20.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 161 | $20.3M | $812,794 | $822,404 |
| 2023 | 140 | $17.5M | $532,964 | $628,944 |
| 2022 | 155 | $14.6M | $382,384 | $470,207 |
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 |
|---|---|---|---|---|
| GELMAN ROSENBERG & FREEDMAN | 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 | $22,181 | — | — | — | — |
| 2023 | $23,873 | — | — | — | — |
| 2022 | $28,750 | — | — | — | — |