# Semper Fi And America'S Fund 401(k) Plan
Source: https://planprovider.pro/companies/semper-fi-and-america-s-fund-401k-plan

> Semper Fi And America'S Fund's 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Semper Fi And America'S Fund

- **Sponsor EIN:** 260086305

- **Sponsor Address:** 715 BROADWAY ST., QUANTICO, VA, 22134

- **Plan Type:** 401(k)

- **Total Participants:** 203

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|203|$6.3M|$303,448|$1.2M|

| 2023|184|$4.0M|$200,429|$982,711|

| 2022|181|$2.5M|$130,252|$860,569|

## 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|

| ALDRICH CPAS + ADVISORS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALDRICH CPAS + ADVISORS LLP](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — 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|$1,400|—|$1,350|—|—|

| 2023|$1,100|—|$900|—|—|

| 2022|$700|—|—|—|—|

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