Plan Snapshot
- Plan Sponsor: Educare Of Washington, Dc
- Sponsor EIN: 272481956
- Sponsor Address: 640 ANACOSTA AVE., NE, WASHINGTON, DC, 20019
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 169
- Total Assets: $3.2M
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. |
|---|---|---|---|---|
| 2025 | 169 | $3.2M | $0 | $0 |
| 2024 | 141 | $2.5M | $151,231 | $160,220 |
| 2023 | 121 | $2.1M | $116,206 | $142,200 |
| 2022 | 116 | $1.6M | $106,154 | $165,779 |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | 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 |
|---|---|---|---|---|---|
| 2025 | $185,207 | $4,000 | — | — | — |
| 2024 | $9,080 | $4,000 | — | — | — |
| 2023 | $8,323 | $4,000 | — | — | — |
| 2022 | $7,175 | $4,000 | — | — | $3,175 |