# Foundation For Blind Children 403(b) Plan
Source: https://planprovider.pro/companies/foundation-for-blind-children-860129981-002

> Foundation For Blind Children's 403(b) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — 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|—|—|

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