Plan Snapshot
- Plan Sponsor: Us Committee For Refugees And Immigrants
- Sponsor EIN: 131878704
- Sponsor Address: 2231 CRYSTAL DRIVE, SUITE 350, ARLINGTON, VA, 22202
- Plan Type: 401(k)
- Total Participants: 766
- Total Assets: $29.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 766 | $29.7M | $4.1M | $1.6M |
| 2023 | 1,079 | $21.7M | $2.3M | $1.1M |
| 2022 | 514 | $15.6M | $1.4M | $948,684 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $16,965 | — | — | — | — |
| 2023 | $4,382 | — | — | — | — |
| 2022 | $4,446 | — | — | — | — |