# Counterpart International INC. 403(b) Plan
Source: https://planprovider.pro/companies/counterpart-international-inc-403b-plan

> Counterpart International INC.'s 403(b) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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