Plan Snapshot
- Plan Sponsor: For Our Future
- Sponsor EIN: 812638345
- Sponsor Address: PO BOX 92287, WASHINGTON, DC, 200902287
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 8 | $1.3M | $0 | $0 |
| 2023 | 10 | $1.2M | $0 | $0 |
| 2022 | 14 | $1.2M | $9,565 | $0 |
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 |
|---|---|---|---|---|
| GRF CPAS & ADVISORS | 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 | $778 | $283 | $495 | — | — |
| 2023 | $949 | $185 | $764 | — | — |
| 2022 | $1,403 | $183 | $1,220 | — | — |