Plan Snapshot
- Plan Sponsor: The Educe Group
- Sponsor EIN: 432021803
- Sponsor Address: 4550 MONTGOMERY AVENUE SUITE 980, BETHESDA, MD, 20814
- Plan Type: DC
- Total Participants: 92
- Total Assets: $18.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 92 | $18.7M | $470,083 | $1.0M |
| 2023 | 97 | $16.1M | $1.2M | $1.1M |
| 2022 | 103 | $11.6M | $656,851 | $895,518 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $48,264 | $33,891 | — | — | — |
| 2023 | $42,580 | $6,876 | — | — | — |
| 2022 | $64,155 | — | — | — | — |