# National Society Daughters Of The American Revolution 403(b) Plan
Source: https://planprovider.pro/companies/national-society-daughters-of-the-american-revolution-403b-plan

> National Society Daughters Of The American Revolution's 403(b) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CARON AND BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON AND BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## 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|$21,171|—|$19,441|—|—|

| 2023|$19,230|—|$17,167|—|—|

| 2022|$18,138|—|$18,138|—|—|

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