Plan Snapshot
- Plan Sponsor: The Washington Humane Society Dba Humane Rescue Alliance
- Sponsor EIN: 530219724
- Sponsor Address: 71 OGLETHORPE STREET NW, WASHINGTON, DC, 20011
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $6.2M
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 | 195 | $6.2M | $248,376 | $484,264 |
| 2023 | 246 | $5.9M | $271,849 | $487,411 |
| 2022 | 213 | $4.8M | $259,593 | $473,171 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — 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 | $42,032 | $10,980 | — | — | — |
| 2023 | $35,961 | $10,599 | — | — | — |
| 2022 | $36,428 | $10,408 | $24,820 | — | $1,200 |