Plan Snapshot
- Plan Sponsor: International City Management Association Retirement Corporation
- Sponsor EIN: 237268394
- Sponsor Address: 777 N. CAPITOL ST. NE, SUITE 600, WASHINGTON, DC, 200024240
- Plan Type: 401(k)
- Total Participants: 609
- Total Assets: $396.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 609 | $396.6M | $9.5M | $11.1M |
| 2023 | 631 | $353.6M | $6.6M | $9.6M |
| 2022 | 611 | $322.2M | $6.9M | $9.2M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY CLIENT | $74,822 | — | $74,822 |
| SB AND COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY CLIENT
- SB AND COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,822
- Estimated Expense Ratio: 0.019% 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 | $74,823 | $45,799 | $29,024 | — | — |
| 2023 | $71,301 | $43,182 | $28,119 | — | — |
| 2022 | $69,514 | — | $43,985 | — | $25,529 |