Plan Snapshot
- Plan Sponsor: Downtown Business Improvement District Corporation
- Sponsor EIN: 522053279
- Sponsor Address: 1275 K STREET NW STE 1000, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 98 | $8.7M | $406,297 | $347,301 |
| 2023 | 92 | $7.4M | $350,726 | $327,036 |
| 2022 | 78 | $6.6M | $365,164 | $306,761 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $35,523 | — | — | — | — |
| 2023 | $37,131 | $21,484 | — | — | — |
| 2022 | $37,017 | — | $37,017 | — | — |