Plan Snapshot
- Plan Sponsor: Easterseals Serving Dc/Md/Va
- Sponsor EIN: 530212296
- Sponsor Address: 1420 SPRING ST., SILVER SPRING, MD, 209102701
- Plan Type: 403(b)
- Total Participants: 368
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 368 | $5.2M | $130,861 | $499,548 |
| 2023 | 295 | $4.8M | $149,834 | $464,987 |
| 2022 | 251 | $3.7M | $120,651 | $453,533 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $36,849 | — | $36,849 |
| NFP RETIREMENT, INC. | INVESTMENT ADVISORY | — | $13,527 | $13,527 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT, INC. — INVESTMENT ADVISORY
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,376
- Estimated Expense Ratio: 0.968% 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 | $36,849 | — | — | — | — |
| 2023 | $33,563 | — | — | — | — |
| 2022 | $60,177 | — | $60,177 | — | — |