Plan Snapshot
- Plan Sponsor: Environmental Defense Fund, INC.
- Sponsor EIN: 116107128
- Sponsor Address: 257 PARK AVENUE SOUTH, NEW YORK, NY, 10010
- Plan Type: 403(b)
- Total Participants: 806
- Total Assets: $165.1M
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 | 806 | $165.1M | $5.0M | $8.4M |
| 2023 | 903 | $158.0M | $5.3M | $8.9M |
| 2022 | 866 | $132.7M | $4.7M | $7.5M |
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 |
|---|---|---|---|---|
| BDO USA P.C. | Auditor | $14,550 | — | $14,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,550
- Estimated Expense Ratio: 0.009% 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 | $197,062 | $49,000 | — | $14,550 | — |
| 2023 | $238,283 | $81,250 | — | $18,705 | — |
| 2022 | $170,574 | $32,500 | — | — | — |