Plan Snapshot
- Plan Sponsor: The Amyotrophic Lateral
- Sponsor EIN: 133271855
- Sponsor Address: 1300 WILSON BLVD. SUITE 600, ARLINGTON, VA, 22209
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 357
- Total Assets: $24.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 357 | $24.3M | $2.2M | $2.5M |
| 2023 | 425 | $21.1M | $2.3M | $2.7M |
| 2022 | 405 | $13.9M | $1.7M | $1.9M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $16,996 | — | $16,996 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,996
- Estimated Expense Ratio: 0.070% 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 | $16,996 | $3,798 | — | — | — |
| 2023 | $11,099 | $715 | — | — | — |
| 2022 | $5,364 | — | — | — | — |