Plan Snapshot
- Plan Sponsor: The Washington Center For Intern
- Sponsor EIN: 521019820
- Sponsor Address: 1005 3RD STREET NE, WASHINGTON, DC, 20002
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 63 | $4.6M | $180,802 | $412,493 |
| 2023 | 67 | $4.2M | $162,818 | $382,018 |
| 2022 | 61 | $3.8M | $137,464 | $363,584 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | INVESTMENT/FINANCIAL ADVI | $21,606 | — | $21,606 |
| COUNCILOR BUCHANAN AND MITCHELL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL INVESTMENT SERV — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,606
- Estimated Expense Ratio: 0.468% of plan assets
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 | $13,089 | $11,594 | — | — | — |
| 2023 | $11,951 | $10,381 | — | — | — |
| 2022 | $1,697 | — | — | — | — |