Plan Snapshot
- Plan Sponsor: The Association Of International Certified Professional Accountants
- Sponsor EIN: 364847532
- Sponsor Address: 220 LEIGH FARM ROAD, DURHAM, NC, 27707
- Plan Type: 401(k)
- Total Participants: 724
- Total Assets: $269.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 724 | $269.2M | $4.1M | $9.0M |
| 2023 | 765 | $245.3M | $4.0M | $9.0M |
| 2022 | 767 | $209.1M | $4.2M | $8.1M |
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 |
|---|---|---|---|---|
| COHNREZNICK | 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 | $98,382 | — | — | — | — |
| 2023 | $103,129 | — | — | — | — |
| 2022 | $100,141 | — | — | — | — |