Plan Snapshot
- Plan Sponsor: National Constitution Center
- Sponsor EIN: 232434447
- Sponsor Address: 525 ARCH STREET,, PHILADELPHIA, PA, 19106
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 116 | $9.8M | $283,014 | $526,817 |
| 2023 | 105 | $8.4M | $208,119 | $415,807 |
| 2022 | 89 | $6.7M | $193,085 | $372,600 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $38,217 | — | $38,217 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $18,756 | — | $18,756 |
| RETIREWELL ADMINISTRATORS, INC. | Other Service Provider | $15,120 | — | $15,120 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,093
- Estimated Expense Ratio: 0.734% 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 | $70,803 | $70,803 | — | — | — |
| 2023 | $58,180 | $58,180 | — | — | — |
| 2022 | $57,733 | $57,733 | — | — | — |