Plan Snapshot
- Plan Sponsor: Institute For Public Health Innovation
- Sponsor EIN: 463039129
- Sponsor Address: 1250 CONNECTICUT AVENUE NW, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 62
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 62 | $5.2M | $0 | $214,423 |
| 2023 | 69 | $5.0M | $23,853 | $241,178 |
| 2022 | 119 | $5.2M | $1.0M | $427,160 |
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 |
|---|---|---|---|---|
| JONES, MARESCA & MCQUADE, P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $41,849 | $16,966 | — | — | — |
| 2023 | $68,729 | — | — | — | — |
| 2022 | $47,495 | — | — | — | $47,495 |