Plan Snapshot
- Plan Sponsor: Institute For Defense Analyses
- Sponsor EIN: 530233247
- Sponsor Address: 730 EAST GLEBE ROAD, ALEXANDRIA, VA, 22305
- Plan Type: 403(b)
- Total Participants: 1,255
- Total Assets: $627.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,255 | $627.6M | $19.5M | $0 |
| 2023 | 1,254 | $567.3M | $18.7M | $0 |
| 2022 | 1,191 | $495.9M | $16.4M | $0 |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | $31,700 | — | $31,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,700
- Estimated Expense Ratio: 0.005% 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 | $198,028 | $21,538 | — | $31,700 | — |
| 2023 | $316,350 | $83,025 | — | $55,400 | — |
| 2022 | $134,268 | $134,268 | — | — | — |