Plan Snapshot
- Plan Sponsor: Disabled American Veterans
- Sponsor EIN: 310263158
- Sponsor Address: 860 DOLWICK DRIVE, ERLANGER, KY, 41018
- Plan Type: Health & Welfare
- Plan Number: 525
- Total Participants: 554
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 554 | $4.0M | $3.7M | $0 |
| 2023 | 546 | $3.7M | $4.3M | $0 |
| 2022 | 543 | $2.7M | $3.0M | $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 |
|---|---|---|---|---|
| FIFTH THIRD BANK RETIREMENT SRVCS | Other Service Provider | $6,312 | — | $6,312 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,312
- Estimated Expense Ratio: 0.159% of plan assets
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 | $6,312 | $6,312 | — | — | — |
| 2023 | $5,284 | $5,284 | — | — | — |
| 2022 | $5,683 | — | — | — | $5,683 |