# The Educe Group DC Plan
Source: https://planprovider.pro/companies/the-educe-group-plan-001

> The Educe Group's DC plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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