Plan Snapshot
- Plan Sponsor: Management Leadership For Tomorrow
- Sponsor EIN: 521795164
- Sponsor Address: 7200 WISCONSIN AVENUE, BETHESDA, MD, 20814
- Plan Type: 403(b)
- Total Participants: 188
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 188 | $7.2M | $23,399 | $1.0M |
| 2023 | 184 | $5.7M | $0 | $905,311 |
| 2022 | 177 | $3.9M | $0 | $790,737 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $31,885 | $17,448 | $14,437 | — | — |
| 2023 | $29,159 | $15,435 | $13,724 | — | — |
| 2022 | $28,174 | $15,766 | $12,408 | — | — |