Plan Snapshot
- Plan Sponsor: National Capital Treatment And Recovery
- Sponsor EIN: 540805530
- Sponsor Address: 200 NORTH GLEBE ROAD, ARLINGTON, VA, 22203
- Plan Type: 403(b)
- Total Participants: 173
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 173 | $8.3M | $618,077 | $808,379 |
| 2023 | 130 | $6.7M | $420,704 | $661,542 |
| 2022 | 141 | $5.1M | $321,134 | $554,951 |
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 |
|---|---|---|---|---|
| COHNREZNICK 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 | $41,684 | — | $41,684 | — | — |
| 2023 | $32,670 | — | $32,670 | — | — |
| 2022 | $27,485 | — | $27,485 | — | — |