Plan Snapshot
- Plan Sponsor: Donorschoose.Org
- Sponsor EIN: 134129457
- Sponsor Address: 134 W. 37TH STREET, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 204 | $18.8M | $815,746 | $1.5M |
| 2023 | 193 | $14.2M | $677,562 | $1.2M |
| 2022 | 163 | $10.6M | $564,956 | $997,150 |
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 |
|---|---|---|---|---|
| LUTZ & CARR CPAS 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 | $2,543 | $2,561 | — | — | — |
| 2023 | $1,160 | $598 | — | — | — |
| 2022 | $206 | $205 | — | — | — |