Plan Snapshot
- Plan Sponsor: The United States Pharmacopeial Convention
- Sponsor EIN: 131656692
- Sponsor Address: 12601 TWINBROOK PKWY, ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Total Participants: 871
- Total Assets: $344.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 871 | $344.2M | $13.4M | $12.0M |
| 2023 | 890 | $297.5M | $12.1M | $11.5M |
| 2022 | 837 | $242.7M | $11.0M | $10.1M |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — 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 | $201,233 | — | — | — | — |
| 2023 | $165,936 | — | — | — | — |
| 2022 | $165,394 | — | — | — | — |