Plan Snapshot
- Plan Sponsor: American Civil Liberties Union, INC.
- Sponsor EIN: 133871360
- Sponsor Address: 125 BROAD ST FL 18, NEW YORK, NY, 100042454
- Plan Type: 401(k)
- Total Participants: 1,940
- Total Assets: $241.7M
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 | 1,940 | $241.7M | $9.9M | $18.8M |
| 2023 | 1,972 | $196.7M | $9.2M | $17.0M |
| 2022 | 1,720 | $104.6M | $7.8M | $12.8M |
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, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $332,156 | — | $332,156 | — | — |
| 2023 | $292,244 | — | $292,244 | — | — |
| 2022 | $218,863 | — | $218,863 | — | — |