Plan Snapshot
- Plan Sponsor: Amnesty International Usa, INC.
- Sponsor EIN: 520851555
- Sponsor Address: 311 W. 43RD ST., 7TH FLOOR, NEW YORK, NY, 10036
- Plan Type: 403(b)
- Total Participants: 123
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 123 | $19.9M | $596,071 | $1.3M |
| 2023 | 100 | $16.7M | $492,329 | $1.1M |
| 2022 | 100 | $13.6M | $398,765 | $848,998 |
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 |
|---|---|---|---|---|
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — 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 | $18,132 | — | $18,132 | — | — |
| 2023 | $13,496 | — | $13,496 | — | — |
| 2022 | $11,368 | — | $11,368 | — | — |