Plan Snapshot
- Plan Sponsor: Whitman-Walker Clinic, INC.
- Sponsor EIN: 521122122
- Sponsor Address: 1377 R STREET NW, WASHINGTON, DC, 20009
- Plan Type: 403(b)
- Total Participants: 311
- Total Assets: $25.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 311 | $25.4M | $717,148 | $1.6M |
| 2023 | 322 | $22.3M | $760,214 | $1.5M |
| 2022 | 299 | $19.0M | $754,632 | $1.4M |
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 |
|---|---|---|---|---|
| BDO USA PC | 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 | $8,221 | — | $8,221 | — | — |
| 2023 | $5,255 | — | $5,255 | — | — |
| 2022 | $6,022 | — | $5,962 | — | — |