Plan Snapshot
- Plan Sponsor: Family Research Council
- Sponsor EIN: 052179277
- Sponsor Address: 801 G ST NW, WASHINGTON, DC, 200013729
- Plan Type: 403(b)
- Total Participants: 101
- Total Assets: $12.5M
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 | 101 | $12.5M | $339,330 | $548,005 |
| 2023 | 102 | $11.1M | $358,899 | $509,283 |
| 2022 | 105 | $10.7M | $350,349 | $504,178 |
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 |
|---|---|---|---|---|
| CAPIN CROUSE LLC | 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 | $72,075 | $34,938 | $37,137 | — | — |
| 2023 | $64,310 | $31,441 | $32,869 | — | — |
| 2022 | $65,287 | $31,946 | $33,341 | — | — |