Plan Snapshot
- Plan Sponsor: Ford Foundation
- Sponsor EIN: 131684331
- Sponsor Address: 320 EAST 43RD STREET, NEW YORK, NY, 10017
- Plan Type: DC
- Plan Number: 001
- Total Participants: 89
- Total Assets: $323.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 89 | $323.0M | $0 | $0 |
| 2024 | 66 | $298.4M | $2.3M | $20,636 |
| 2023 | 72 | $287.2M | $2.3M | $14,340 |
| 2022 | 80 | $261.6M | $2.2M | $13,590 |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $51,023 | — | $51,023 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,023
- Estimated Expense Ratio: 0.016% 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 |
|---|---|---|---|---|---|
| 2025 | $16,735,681 | $598 | $51,023 | — | — |
| 2024 | $41,659 | — | $38,923 | — | — |
| 2023 | $31,834 | $489 | $28,985 | — | — |
| 2022 | $22,748 | $427 | $16,885 | — | — |