Plan Snapshot
- Plan Sponsor: National Association Of County & City Health Officials Naccho
- Sponsor EIN: 521426663
- Sponsor Address: 1201 EYE STREET, NW 4TH FL, WASHINGTON, DC, 20005
- Plan Type: 403(b)
- Total Participants: 287
- Total Assets: $22.7M
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 | 287 | $22.7M | $884,851 | $1.2M |
| 2023 | 230 | $19.1M | $732,140 | $998,836 |
| 2022 | 150 | $16.2M | $508,802 | $778,718 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $68,032 | — | — | — | — |
| 2023 | $52,900 | — | — | — | — |
| 2022 | $54,031 | $50,073 | $3,958 | — | — |