# Earthscope Consortium 403(b) Plan
Source: https://planprovider.pro/companies/incorporated-research-institutions-for-seismology-403b-plan

> Earthscope Consortium's 403(b) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — 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|—|—|—|—|—|

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