Plan Snapshot
- Plan Sponsor: Center For Global Development
- Sponsor EIN: 522351337
- Sponsor Address: 2055 L STREET NW, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 65
- Total Assets: $23.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 65 | $23.4M | $1.1M | $602,477 |
| 2023 | 68 | $21.3M | $1.0M | $658,230 |
| 2022 | 75 | $17.1M | $1.0M | $634,315 |
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 |
|---|---|---|---|---|
| GELMAN, ROSENBERG & FREEDMAN | 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 | $646 | — | $646 | — | — |
| 2023 | $6,881 | — | $6,881 | — | — |
| 2022 | $534 | — | $534 | — | — |