Plan Snapshot
- Plan Sponsor: Hillwood Estate, Museum & Gardens
- Sponsor EIN: 526080752
- Sponsor Address: 4155 LINNEAN AVENUE, NW, WASHINGTON, DC, 20008
- Plan Type: 403(b)
- Total Participants: 120
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 120 | $9.8M | $144,638 | $400,951 |
| 2023 | 124 | $9.4M | $341,513 | $349,984 |
| 2022 | 106 | $8.0M | $226,027 | $303,201 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $18,946 | — | $18,946 |
| ONE DIGITAL INVESTMENT ADVISORS | Other Service Provider | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,946
- Estimated Expense Ratio: 0.377% 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 | $36,946 | $18,000 | $18,946 | — | — |
| 2023 | $38,249 | $18,000 | $20,249 | — | — |
| 2022 | $34,656 | $18,000 | $16,156 | — | — |