Plan Snapshot
- Plan Sponsor: Infectious Diseases Society Of America
- Sponsor EIN: 237045686
- Sponsor Address: 4040 WILSON BOULEVARD STE 300, ARLINGTON, VA, 222031924
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $19.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 109 | $19.0M | $837,763 | $860,024 |
| 2023 | 129 | $15.1M | $613,033 | $810,567 |
| 2022 | 119 | $11.6M | $563,820 | $778,792 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $70,657 | — | $70,657 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | — | $31,922 | $31,922 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,579
- Estimated Expense Ratio: 0.541% 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 | $70,658 | — | $70,658 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |