Plan Snapshot
- Plan Sponsor: National Council Of Teachers Of Mathematics
- Sponsor EIN: 526057004
- Sponsor Address: 1906 ASSOCIATION DRIVE, RESTON, VA, 201911502
- Plan Type: 403(b)
- Total Participants: 24
- Total Assets: $31.9M
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 | 24 | $31.9M | $167,609 | $310,756 |
| 2023 | 26 | $29.4M | $161,439 | $302,308 |
| 2022 | 26 | $27.9M | $148,217 | $284,630 |
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 |
|---|---|---|---|---|
| GELMAN, ROSENBERG & FREEDMAN | 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 | $63,080 | $22,490 | $40,590 | — | — |
| 2023 | $66,304 | $21,942 | $44,362 | — | — |
| 2022 | $67,344 | $21,406 | $45,938 | — | — |