Plan Snapshot
- Plan Sponsor: Federation Of American Societies For Experimental Biology
- Sponsor EIN: 520700497
- Sponsor Address: 6120 EXECUTIVE BOULEVARD, SUITE 230, ROCKVILLE, MD, 20852
- Plan Type: 403(b)
- Total Participants: 275
- Total Assets: $144.1M
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 | 275 | $144.1M | $2.3M | $2.0M |
| 2023 | 292 | $159.0M | $2.7M | $2.4M |
| 2022 | 323 | $150.3M | $2.8M | $2.4M |
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 |
|---|---|---|---|---|
| GELMAN, ROSENBERG & FREEDMAN, PC | Auditor | — | — | $0 |
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 | $75,183 | $73,583 | — | — | — |
| 2023 | $89,873 | $85,987 | — | — | — |
| 2022 | $52,573 | $47,650 | — | — | — |