# Council On Foreign Relations 403(b) Plan
Source: https://planprovider.pro/companies/council-on-foreign-relations-131628168-001

> Council On Foreign Relations's 403(b) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Council On Foreign Relations

- **Sponsor EIN:** 131628168

- **Sponsor Address:** 58 EAST 68TH STREET, NEW YORK, NY, 10065

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 371

- **Total Assets:** $164.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|371|$164.6M|$2.8M|$3.2M|

| 2023|371|$148.3M|$2.6M|$3.0M|

| 2022|345|$128.0M|$2.3M|$2.7M|

## 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|

| TIAA|Recordkeeper|$87,166|—|$87,166|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,166

- **Estimated Expense Ratio:** 0.053% 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|$87,166|—|$865|—|—|

| 2023|$86,984|—|$86,984|—|—|

| 2022|$66,152|—|$66,152|—|—|

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