Plan Snapshot
- Plan Sponsor: The Abraham And Laura Lisner Home For Aged Women Dba Lisner-Louise-
- Sponsor EIN: 530228120
- Sponsor Address: 5425 WESTERN AVENUE NW, WASHINGTON, DC, 200152931
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 199
- Total Assets: $7.9M
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. |
|---|---|---|---|---|
| 2025 | 199 | $7.9M | $0 | $0 |
| 2024 | 117 | $6.7M | $79,026 | $421,804 |
| 2023 | 116 | $6.0M | $76,758 | $471,822 |
| 2022 | 121 | $5.8M | $78,017 | $452,667 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | 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 |
|---|---|---|---|---|---|
| 2025 | $116,348 | — | $3,724 | — | — |
| 2024 | $4,092 | — | $4,092 | — | — |
| 2023 | $5,616 | — | $5,616 | — | — |
| 2022 | $4,263 | — | $4,263 | — | — |