Plan Snapshot
- Plan Sponsor: Epilepsy Foundation Of America
- Sponsor EIN: 520856660
- Sponsor Address: 3540 CRAIN HIGHWAY, SUITE 675, BOWIE, MD, 20716
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 79 | $7.9M | $457,789 | $503,512 |
| 2023 | 79 | $7.3M | $412,914 | $449,388 |
| 2022 | 73 | $6.6M | $411,314 | $449,294 |
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 |
|---|---|---|---|---|
| GROSS MENDELSOHN & ASSOCIATES | 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 | $25,616 | $15,072 | — | — | — |
| 2023 | $37,368 | — | — | — | — |
| 2022 | $37,840 | — | $37,840 | — | — |