Plan Snapshot
- Plan Sponsor: National Quality Forum
- Sponsor EIN: 522175544
- Sponsor Address: 1099 14TH STREET NW, SUITE 500, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 40 | $0 | $203,741 | $441,854 |
| 2023 | 40 | $9.4M | $292,263 | $578,897 |
| 2022 | 94 | $9.7M | $483,586 | $844,414 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $24,403 | $18,742 | — | — | — |
| 2023 | $21,268 | $20,479 | — | — | — |
| 2022 | $5,861 | — | — | — | — |