Plan Snapshot
- Plan Sponsor: National Domestic Workers Alliance
- Sponsor EIN: 352420942
- Sponsor Address: 45 BROADWAY, NEW YORK, NY, 10006
- Plan Type: DC
- Total Participants: 46
- Total Assets: $3.6M
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 | 46 | $3.6M | $185,081 | $397,564 |
| 2023 | 49 | $2.7M | $537,546 | $542,122 |
| 2022 | 120 | $2.1M | $244,878 | $598,490 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $12,519 | — | $12,519 |
| FIDUCIARY PLAN PARTNERS LLC | INVESTMENT ADVISOR | $7,908 | — | $7,908 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
- FIDUCIARY PLAN PARTNERS LLC — INVESTMENT ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,427
- Estimated Expense Ratio: 0.570% 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 | $20,427 | — | $20,427 | — | — |
| 2023 | $5,135 | — | $5,135 | — | — |
| 2022 | $1,680 | — | — | — | — |