Plan Snapshot
- Plan Sponsor: Conservation International
- Sponsor EIN: 521497470
- Sponsor Address: 2011 CRYSTAL DRIVE SUITE 600, ARLINGTON, VA, 22202
- Plan Type: 403(b)
- Total Participants: 432
- Total Assets: $133.2M
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 | 432 | $133.2M | $3.1M | $5.2M |
| 2023 | 414 | $114.7M | $2.7M | $4.7M |
| 2022 | 439 | $98.5M | $2.4M | $4.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $128,521 | — | $128,521 |
| MERCER (US) INC | OTHER | $65,000 | — | $65,000 |
| MCGLADREY LLP | OTHER | $40,000 | — | $40,000 |
| CONSERVATION INTERNTL FOUNDATION | OTHER | $16,250 | — | $16,250 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,771
- Estimated Expense Ratio: 0.188% of plan assets
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 | $253,087 | $3,316 | — | — | — |
| 2023 | $121,734 | $355 | — | — | — |
| 2022 | $271,336 | $124,738 | $145,051 | — | $1,547 |