Plan Snapshot
- Plan Sponsor: Population Reference Bureau
- Sponsor EIN: 530214030
- Sponsor Address: 1111 19TH ST NW, SUITE 400, WASHINGTON, DC, 200363617
- Plan Type: 403(b)
- Total Participants: 64
- Total Assets: $18.4M
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 | 64 | $18.4M | $288,016 | $433,984 |
| 2023 | 66 | $18.6M | $361,669 | $348,646 |
| 2022 | 50 | $9.3M | $396,840 | $251,136 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC. | ADVISOR | $23,890 | — | $23,890 |
| LEE CPA AUDIT GROUP | Auditor | $923 | — | $923 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC. — ADVISOR
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,813
- Estimated Expense Ratio: 0.135% 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 | $27,666 | — | $25,959 | $923 | — |
| 2023 | $1,608 | — | $1,396 | $175 | — |
| 2022 | — | — | — | — | — |