Plan Snapshot
- Plan Sponsor: The Leadership Conference Education Fund
- Sponsor EIN: 237026895
- Sponsor Address: 1620 L ST NW, STE 1100, WASHINGTON, DC, 200365695
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $12.8M
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 | 85 | $12.8M | $617,373 | $730,151 |
| 2023 | 90 | $11.7M | $560,805 | $723,274 |
| 2022 | 91 | $9.5M | $475,123 | $702,346 |
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 | 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 | $41,232 | — | $41,232 | — | — |
| 2023 | $22,385 | — | $22,385 | — | — |
| 2022 | $14,275 | — | $14,275 | — | — |