Plan Snapshot
- Plan Sponsor: Financial Accounting Foundation
- Sponsor EIN: 237211935
- Sponsor Address: 801 MAIN AVENUE, NORWALK, CT, 06856
- Plan Type: 403(b)
- Total Participants: 143
- Total Assets: $137.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $137.7M | $2.8M | $2.4M |
| 2023 | 149 | $118.5M | $2.7M | $2.3M |
| 2022 | 141 | $99.7M | $2.2M | $2.1M |
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 | — | — | $0 |
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: $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 | $240 | $240 | — | — | — |
| 2023 | $409 | $409 | — | — | — |
| 2022 | $371 | $371 | — | — | — |