Plan Snapshot
- Plan Sponsor: Foundation For Blind Children
- Sponsor EIN: 860129981
- Sponsor Address: 1234 EAST NORTHERN AVENUE, PHOENIX, AZ, 85020
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 149
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 149 | $10.1M | $264,432 | $537,040 |
| 2023 | 160 | $8.9M | $268,103 | $605,438 |
| 2022 | 143 | $7.4M | $239,520 | $470,998 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INS COMPANY | Recordkeeper | $36,295 | — | $36,295 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | — | $17,422 | $17,422 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,717
- Estimated Expense Ratio: 0.534% 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 | $36,296 | — | $36,296 | — | — |
| 2023 | $34,665 | — | $34,665 | — | — |
| 2022 | $29,246 | — | $29,246 | — | — |