# Conservation International 403(b) Plan
Source: https://planprovider.pro/companies/conservation-international-403b-plan

> Conservation International's 403(b) plan: 432 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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