Plan Snapshot
- Plan Sponsor: National Committee For Quality Assurance
- Sponsor EIN: 521191985
- Sponsor Address: 1100 13TH STREET, NW, WASHINGTON, DC, 200054364
- Plan Type: 403(b)
- Total Participants: 466
- Total Assets: $64.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 466 | $64.0M | $0 | $4.8M |
| 2023 | 419 | $53.6M | $0 | $4.1M |
| 2022 | 382 | $41.5M | $0 | $3.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,519 | — | $12,519 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,519
- Estimated Expense Ratio: 0.020% 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 | -$34,751 | — | — | — | — |
| 2023 | -$35,456 | — | — | — | — |
| 2022 | -$49,100 | — | — | — | — |