Plan Snapshot
- Plan Sponsor: Earthscope Consortium
- Sponsor EIN: 521362650
- Sponsor Address: 1200 NEW YORK AVENUE, NW, STE 454, WASHINGTON, DC, 200053928
- Plan Type: 403(b)
- Total Participants: 164
- Total Assets: $55.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $55.3M | $1.7M | $1.6M |
| 2023 | 176 | $47.3M | $1.4M | $1.4M |
| 2022 | 66 | $11.7M | $464,520 | $531,119 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | NONE | $14,854 | — | $14,854 |
| TIAA | NONE | $10,162 | — | $10,162 |
| CALIBRE CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- CALIBRE CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,016
- Estimated Expense Ratio: 0.045% 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 | $25,359 | — | — | — | — |
| 2023 | $30,377 | — | — | — | — |
| 2022 | — | — | — | — | — |