# The Henry L. Stimson Center 403(b) Plan
Source: https://planprovider.pro/companies/the-henry-l-stimson-center-403b-plan

> The Henry L. Stimson Center's 403(b) plan: 70 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Henry L. Stimson Center

- **Sponsor EIN:** 521640938

- **Sponsor Address:** 1211 CONNECTICUT AVENUE, NW, WASHINGTON, DC, 20036

- **Plan Type:** 403(b)

- **Total Participants:** 70

- **Total Assets:** $14.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|70|$14.6M|$305,320|$511,281|

| 2023|73|$12.5M|$256,653|$407,363|

| 2022|42|$10.3M|$236,073|$376,408|

## 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|

| WEYRICH, CRONIN AND SORRA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEYRICH, CRONIN AND SORRA, LLC](https://planprovider.pro/provider/weyrich-cronin-and-sorra-llc) — 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-henry-l-stimson-center-403b-plan)

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