Plan Snapshot
- Plan Sponsor: Third Way
- Sponsor EIN: 201734070
- Sponsor Address: 1025 CONNECTICUT AVENUE, NW, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $12.9M
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 | 81 | $12.9M | $375,470 | $762,179 |
| 2023 | 133 | $10.8M | $335,566 | $711,934 |
| 2022 | 120 | $8.8M | $281,847 | $575,135 |
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 |
|---|---|---|---|---|
| JM&M | 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 | $38,167 | $23,666 | $14,501 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |