Plan Snapshot
- Plan Sponsor: The Endocrine Society
- Sponsor EIN: 730531256
- Sponsor Address: 2055 L ST NW STE 600, WASHINGTON, DC, 200364988
- Plan Type: 403(b)
- Total Participants: 72
- Total Assets: $31.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 72 | $31.2M | $756,459 | $683,517 |
| 2023 | 78 | $27.9M | $690,776 | $640,254 |
| 2022 | 71 | $23.4M | $659,162 | $568,453 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $48,222 | — | $48,222 | — | — |
| 2023 | $17,464 | — | $17,464 | — | — |
| 2022 | $25 | — | $25 | — | — |