Plan Snapshot
- Plan Sponsor: Friendship Place
- Sponsor EIN: 521925494
- Sponsor Address: 4713 WISCONSIN AVENUE NW, WASHINGTON, DC, 200164609
- Plan Type: 403(b)
- Total Participants: 170
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 170 | $5.0M | $176,739 | $317,271 |
| 2023 | 150 | $4.0M | $160,105 | $296,232 |
| 2022 | 137 | $3.3M | $147,887 | $289,924 |
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 |
|---|---|---|---|---|
| JM&M, 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 |
|---|---|---|---|---|---|
| 2024 | $3,121 | — | $3,121 | — | — |
| 2023 | $2,858 | — | $2,858 | — | — |
| 2022 | $2,991 | — | $2,991 | — | — |