# Washington Dc Convention And Tourism 401(k) Plan
Source: https://planprovider.pro/companies/washington-dc-convention-and-tourism-401k-plan

> Washington Dc Convention And Tourism&#39;s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Washington Dc Convention And Tourism

- **Sponsor EIN:** 521070609

- **Sponsor Address:** 901 7TH ST NW FL 4, WASHINGTON, DC, 200014852

- **Plan Type:** 401(k)

- **Total Participants:** 114

- **Total Assets:** $17.1M

## 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|114|$17.1M|$805,468|$889,763|

| 2023|131|$14.1M|$661,559|$738,554|

| 2022|109|$11.3M|$524,818|$592,734|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$76,263|—|$76,263|

| KESTRA INVESTMENT SERVICES LLC|OTHER SERVICES|—|$27,640|$27,640|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/christensen-group-financial-llc) — OTHER SERVICES

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $103,903

- **Estimated Expense Ratio:** 0.607% 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|$76,263|—|$76,263|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/washington-dc-convention-and-tourism-401k-plan)

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