Plan Snapshot
- Plan Sponsor: National Society Daughters Of The American Revolution
- Sponsor EIN: 530205923
- Sponsor Address: 1776 D ST NW, WASHINGTON, DC, 200065303
- Plan Type: 403(b)
- Total Participants: 90
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $16.8M | $331,167 | $649,441 |
| 2023 | 100 | $13.9M | $300,105 | $516,973 |
| 2022 | 96 | $12.6M | $283,426 | $492,495 |
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 |
|---|---|---|---|---|
| VANGUARD | Recordkeeper | $19,996 | — | $19,996 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,996
- Estimated Expense Ratio: 0.119% 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 | $21,171 | — | $19,441 | — | — |
| 2023 | $19,230 | — | $17,167 | — | — |
| 2022 | $18,138 | — | $18,138 | — | — |