Plan Snapshot
- Plan Sponsor: The Aspen Institute
- Sponsor EIN: 840399006
- Sponsor Address: 2300 N STREET, NW, WASHINGTON, DC, 200370000
- Plan Type: 403(b)
- Total Participants: 559
- Total Assets: $192.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 559 | $192.8M | $7.1M | $5.4M |
| 2023 | 555 | $173.3M | $6.5M | $5.1M |
| 2022 | 531 | $143.6M | $5.5M | $4.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $2,976 | — | $2,976 | — | — |
| 2023 | $2,606 | — | $2,606 | — | — |
| 2022 | $2,485 | — | $2,485 | — | — |