Disclosures for Participant Directed Individual Account Plans

OMB 1210-0090

To provide plan- and investment-related fee and expense information to participants and beneficiaries in all participant directed individual account plans (e.g., 401(k) plans) for plan years beginning on or after January 1, 2011.

The latest form for Disclosures for Participant Directed Individual Account Plans expires 2023-08-31 and can be found here.

Latest Forms, Documents, and Supporting Material

Document Name
1210-0090 SS 404(a) Participant Level Fee Disclosure 8.7.23 (clean).docx Supporting Statement A
Disclosures for Participant Directed Individual Account Plans

All Historical Document Collections

202306-1210-003 Approved without change	Extension without change of a currently approved collection	2023-08-15
202003-1210-006 Approved without change	Revision of a currently approved collection	2020-05-27
201909-1210-002 Comment filed on proposed rule and continue	Revision of a currently approved collection	2019-10-23
201901-1210-005 Approved without change	Extension without change of a currently approved collection	2019-03-01
201510-1210-009 Approved without change	Extension without change of a currently approved collection	2015-11-16
201505-1210-002 Approved without change	Revision of a currently approved collection	2015-05-05
201409-1210-002 Preapproved	Revision of a currently approved collection	2015-01-07
201309-1210-002 Approved without change	Extension without change of a currently approved collection	2013-10-30
201011-1210-012 Comment filed on proposed rule and continue	Revision of a currently approved collection	2010-11-30
201010-1210-005 Approved without change	Revision of a currently approved collection	2010-10-25
201007-1210-005 Preapproved	Revision of a currently approved collection	2010-07-27
200904-1210-003 Approved without change	Extension without change of a currently approved collection	2009-05-07
200805-1210-003 Comment filed on proposed rule and continue	Revision of a currently approved collection	2008-07-23
200602-1210-001 Approved without change	Extension without change of a currently approved collection	2006-02-02
200303-1210-003 Approved without change	No material or nonsubstantive change to a currently approved collection	2003-03-07
200211-1210-001 Approved without change	Extension without change of a currently approved collection	2002-11-25
200104-1210-002 Approved without change	Extension without change of a currently approved collection	2001-04-10
199809-1210-008 Approved without change	Extension without change of a currently approved collection	1998-09-30
199506-1210-012 Approved without change	New collection (Request for a new OMB Control Number)	1995-06-30