Plan Snapshot
- Plan Sponsor: American Civil Liberties Union
- Sponsor EIN: 133871360
- Sponsor Address: 125 BROAD STREET, NEW YORK, NY, 100042454
- Plan Type: DB
- Total Participants: 162
- Total Assets: $166.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $166.0M | $7.0M | $0 |
| 2023 | 179 | $166.8M | $8.0M | $0 |
| 2022 | 204 | $154.9M | $9.0M | $0 |
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 | $979,699 | $798,634 | — | — | — |
| 2023 | $1,429,495 | $804,167 | — | — | — |
| 2022 | $1,089,319 | $1,015,432 | — | — | — |