Plan Snapshot
- Plan Sponsor: The Board Of Trustees Of The Communications Workers Of America -
- Sponsor EIN: 521137722
- Sponsor Address: 501 THIRD STREET, NW, WASHINGTON, DC, 200012797
- Plan Type: 401(k)
- Total Participants: 10,510
- Total Assets: $453.3M
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 | 10,510 | $453.3M | $10.3M | $13.1M |
| 2023 | 10,438 | $400.5M | $9.1M | $12.1M |
| 2022 | 9,925 | $342.4M | $8.1M | $11.3M |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | NONE | $176,898 | — | $176,898 |
| SLEVIN AND HART | NONE | $76,440 | — | $76,440 |
| MEKETA INVESTMENT GROUP | NONE | $75,000 | — | $75,000 |
| ANN ZINSSER | NONE | $23,992 | — | $23,992 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — NONE
- SLEVIN AND HART — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $352,330
- Estimated Expense Ratio: 0.078% 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 | $1,263,599 | $75,000 | — | $39,565 | — |
| 2023 | $1,211,790 | $75,000 | — | $46,035 | — |
| 2022 | $1,098,844 | $75,000 | — | — | $199,381 |