Plan Snapshot
- Plan Sponsor: Trustee & Board Of Directors Of Afl-Cio Deferred Compensation Plan
- Sponsor EIN: 521417400
- Sponsor Address: 815 BLACK LIVES MATTER PLZ NW, WASHINGTON, DC, 200064104
- Plan Type: 401(k)
- Total Participants: 1,129
- Total Assets: $154.6M
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 | 1,129 | $154.6M | $737,266 | $5.2M |
| 2023 | 864 | $145.4M | $680,641 | $4.8M |
| 2022 | 851 | $128.9M | $729,397 | $4.6M |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $32,564 | — | $32,564 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,564
- Estimated Expense Ratio: 0.021% 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 | $211,196 | $5,000 | — | $32,564 | — |
| 2023 | $238,670 | $10,000 | — | $43,293 | — |
| 2022 | $225,236 | $10,000 | — | — | $102,596 |