Plan Snapshot
- Plan Sponsor: National Council On Aging, INC.
- Sponsor EIN: 131932384
- Sponsor Address: 251 18TH STREET SOUTH SUITE 500, ARLINGTON, VA, 22202
- Plan Type: 403(b)
- Total Participants: 95
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 95 | $14.7M | $653,643 | $827,124 |
| 2023 | 98 | $14.5M | $596,163 | $838,860 |
| 2022 | 84 | $12.0M | $489,184 | $750,254 |
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 |
|---|---|---|---|---|
| PBMARES, LLP | Auditor | $29,194 | — | $29,194 |
| RETIREMENT PLANOLOGY INC | INVESTMENT ADVISOR | $27,750 | — | $27,750 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $13,555 | — | $13,555 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,499
- Estimated Expense Ratio: 0.479% 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 | $42,749 | — | $13,555 | $29,194 | — |
| 2023 | $37,906 | $25,561 | $12,345 | — | — |
| 2022 | $34,807 | $23,768 | $10,964 | — | — |