Plan Snapshot
- Plan Sponsor: United States Naval Academy Alumni Association, INC.
- Sponsor EIN: 520548411
- Sponsor Address: 301 KING GEORGE STREET, ANNAPOLIS, MD, 21402
- Plan Type: 403(b)
- Total Participants: 135
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 135 | $15.7M | $453,997 | $757,053 |
| 2023 | 116 | $14.3M | $403,060 | $680,508 |
| 2022 | 95 | $12.3M | $331,515 | $535,246 |
| 2021 | 119 | $14.5M | $320,427 | $557,230 |
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 |
|---|---|---|---|---|
| RSM US LLP | 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 | $50 | — | — | — | — |
| 2023 | $50 | — | — | — | — |
| 2022 | $3,335 | — | $3,285 | — | — |
| 2021 | — | — | — | — | — |