Plan Snapshot
- Plan Sponsor: Sibley Memorial Hospital
- Sponsor EIN: 530196602
- Sponsor Address: 5255 LOUGHBORO ROAD N.W., WASHINGTON, DC, 20016
- Plan Type: 401(k)
- Total Participants: 2,239
- Total Assets: $228.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,239 | $228.5M | $5.9M | $11.9M |
| 2023 | 2,051 | $204.8M | $5.6M | $11.0M |
| 2022 | 1,958 | $180.6M | $5.3M | $10.8M |
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 |
|---|---|---|---|---|
| SB COMAPNY | Auditor | $10,710 | — | $10,710 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SB COMAPNY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,710
- Estimated Expense Ratio: 0.005% 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 | $290,424 | $15,833 | $263,881 | $10,710 | — |
| 2023 | $260,474 | — | $249,974 | $10,500 | — |
| 2022 | $241,417 | — | $241,417 | — | — |