Plan Snapshot
- Plan Sponsor: Optical Society Of America
- Sponsor EIN: 530259696
- Sponsor Address: 2010 MASSACHUSETTS AVE, NW, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 141
- Total Assets: $67.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $67.4M | $1.7M | $1.1M |
| 2023 | 135 | $58.6M | $1.6M | $1.2M |
| 2022 | 125 | $48.5M | $1.4M | $1.0M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $34,896 | — | $34,896 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,896
- Estimated Expense Ratio: 0.052% 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 | $97,579 | $6,500 | $56,183 | $34,896 | — |
| 2023 | $67,238 | — | $41,245 | $25,993 | — |
| 2022 | $44,266 | $6,500 | $9,161 | — | $28,605 |