Plan Snapshot
- Plan Sponsor: The Land Trust Alliance, INC.
- Sponsor EIN: 042751357
- Sponsor Address: 1250 H STREET,, WASHINGTON, DC, 20005
- Plan Type: 403(b)
- Total Participants: 86
- Total Assets: $18.3M
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 | 86 | $18.3M | $648,088 | $849,900 |
| 2023 | 81 | $17.9M | $530,096 | $749,554 |
| 2022 | 74 | $15.3M | $494,047 | $669,950 |
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 |
|---|---|---|---|---|
| JONES, MARESCA, AND MCELWANEY, P.A. | 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 | $275 | — | $275 | — | — |
| 2023 | $75 | — | $75 | — | — |
| 2022 | $225 | — | $225 | — | — |