Plan Snapshot
- Plan Sponsor: Childrens Defense Fund
- Sponsor EIN: 520895622
- Sponsor Address: 840 1ST STREET NE, WASHINGTON, DC, 20002
- Plan Type: 403(b)
- Total Participants: 89
- Total Assets: $20.7M
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 | 89 | $20.7M | $144,995 | $422,437 |
| 2023 | 103 | $18.8M | $183,771 | $564,326 |
| 2022 | 107 | $16.4M | $174,335 | $506,017 |
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 | $1,733 | — | $1,733 | — | — |
| 2023 | $1,980 | — | $1,980 | — | — |
| 2022 | $23,150 | — | $23,150 | — | — |