# The Board Of Trustees Of The Communications Workers Of America - 401(k) Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-communications-workers-of-america-401k-plan

> The Board Of Trustees Of The Communications Workers Of America -'s 401(k) plan: 10,510 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

- [SLEVIN AND HART](https://planprovider.pro/provider/slevin-and-hart-pc) — 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|

## Similar Plans

- [Cogent Communications, INC.](https://planprovider.pro/companies/cogent-communications-inc-401k-plan) — 1,612 participants

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