Plan Snapshot
- Plan Sponsor: Greater Washington Educational Telecommunications Association, INC
- Sponsor EIN: 530242992
- Sponsor Address: 3939 CAMPBELL AVE, ARLINGTON, VA, 22206
- Plan Type: 403(b)
- Total Participants: 411
- Total Assets: $109.3M
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 | 411 | $109.3M | $3.6M | $4.1M |
| 2023 | 408 | $99.6M | $3.3M | $3.9M |
| 2022 | 405 | $86.3M | $2.9M | $3.5M |
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 |
|---|---|---|---|---|
| BDO, USA P.C. | Auditor | $18,720 | — | $18,720 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO, USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,720
- Estimated Expense Ratio: 0.017% 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 | $160,589 | $59,691 | — | $18,720 | — |
| 2023 | $133,725 | $44,000 | — | $22,000 | — |
| 2022 | $131,299 | $44,000 | — | — | $14,000 |