Plan Snapshot
- Plan Sponsor: Dc Bilingual Public Charter School
- Sponsor EIN: 200412800
- Sponsor Address: 33 RIGGS ROAD NE, WASHINGTON, DC, 20011
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 159 | $4.4M | $214,539 | $307,070 |
| 2023 | 131 | $3.8M | $295,520 | $193,331 |
| 2022 | 115 | $3.0M | $180,877 | $287,371 |
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 |
|---|---|---|---|---|
| SC&H GROUP | 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 | $14,798 | — | $9,995 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |