Plan Snapshot
- Plan Sponsor: La Clinica Del Pueblo
- Sponsor EIN: 521942551
- Sponsor Address: 2831 15TH STREET NW, WASHINGTON, DC, 200094607
- Plan Type: 403(b)
- Total Participants: 130
- Total Assets: $4.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $4.0M | $199,494 | $426,038 |
| 2023 | 139 | $3.5M | $187,301 | $406,700 |
| 2022 | 130 | $2.9M | $65,137 | $360,600 |
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 |
|---|---|---|---|---|
| COUNCILOR BUCHANAN MITCHELL, CPAS | 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 | $4,867 | — | $4,867 | — | — |
| 2023 | $3,790 | — | — | — | — |
| 2022 | $3,165 | — | — | — | — |