Plan Snapshot
- Plan Sponsor: Society For Human Resource Management
- Sponsor EIN: 340948453
- Sponsor Address: 1800 DUKE STREET, ALEXANDRIA, VA, 223143494
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $107.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 414 | $107.3M | $1.5M | $4.6M |
| 2023 | 398 | $98.9M | $1.7M | $4.2M |
| 2022 | 332 | $75.5M | $1.1M | $3.6M |
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 | — | — | $0 |
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: $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 | -$33,071 | $9,150 | $600 | — | — |
| 2023 | -$78,603 | $6,335 | — | — | — |
| 2022 | -$3,744 | $5,440 | — | — | — |