Plan Snapshot
- Plan Sponsor: Dalberg Global Development Advisors
- Sponsor EIN: 261546220
- Sponsor Address: 155 WEST 23RD STREET, NEW YORK, NY, 10011
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $13.7M
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 | 80 | $13.7M | $274,612 | $1.0M |
| 2023 | 87 | $11.2M | $215,258 | $990,765 |
| 2022 | 91 | $8.5M | $274,521 | $958,444 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $39,602 | $24,765 | $14,837 | — | — |
| 2023 | $32,974 | $18,809 | $14,165 | — | — |
| 2022 | $29,504 | $16,522 | $12,982 | — | — |