Plan Snapshot
- Plan Sponsor: St. John'S Community Services
- Sponsor EIN: 530196554
- Sponsor Address: 901 D ST SW STE 800, WASHINGTON, DC, 200242273
- Plan Type: 403(b)
- Total Participants: 1,017
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,017 | $8.0M | $0 | $410,950 |
| 2023 | 905 | $8.2M | $26,115 | $414,590 |
| 2022 | 742 | $7.5M | $88,875 | $398,064 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 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 | $66,870 | — | $66,870 | — | — |
| 2023 | $62,331 | — | $62,331 | — | — |
| 2022 | $64,456 | — | $64,456 | — | — |