# Conservation Law Foundation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/conservation-law-foundation-inc-401k-plan

> Conservation Law Foundation, INC.'s 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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