Plan Snapshot
- Plan Sponsor: Pathways To Housing Dc
- Sponsor EIN: 371464353
- Sponsor Address: 1151 BLADENSBURG ROAD, WASHINGTON, DC, 20002
- Plan Type: 403(b)
- Total Participants: 135
- Total Assets: $2.8M
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 | 135 | $2.8M | $105,146 | $384,162 |
| 2023 | 140 | $2.4M | $118,940 | $325,017 |
| 2022 | 144 | $1.7M | $125,852 | $270,601 |
| 2020 | 127 | $1.3M | $0 | $0 |
| 2019 | 124 | $949,074 | $0 | $0 |
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 |
|---|---|---|---|---|
| JM&M | 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 | $32,181 | — | $32,181 | — | — |
| 2023 | $51,264 | $9,301 | $16,413 | $25,500 | — |
| 2022 | $22,374 | $7,840 | $14,484 | — | — |
| 2020 | $23,070 | $23,070 | — | — | — |
| 2019 | $2,070 | $2,070 | — | — | — |