Plan Snapshot
- Plan Sponsor: Conservation Law Foundation, INC.
- Sponsor EIN: 046149986
- Sponsor Address: 62 SUMMER STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 144 | $18.1M | $713,202 | $1.4M |
| 2023 | 135 | $14.4M | $417,580 | $1.2M |
| 2022 | 116 | $12.4M | $307,136 | $918,198 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN AND COMPANY, LLP | 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 | $15,619 | — | — | — | — |
| 2023 | $42,343 | — | — | — | — |
| 2022 | $41,529 | — | — | — | — |