Plan Snapshot
- Plan Sponsor: Foundation For The National Institutes Of Health INC.
- Sponsor EIN: 521986675
- Sponsor Address: 11400 ROCKVILLE PIKE STE 600, NORTH BETHESDA, MD, 208523003
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 245
- Total Assets: $35.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 245 | $35.1M | $0 | $0 |
| 2024 | 119 | $27.4M | $1.2M | $1.3M |
| 2023 | 97 | $22.6M | $1.0M | $1.1M |
| 2022 | 78 | $19.1M | $769,425 | $867,003 |
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 | $28,696 | — | $28,696 |
| FLEXPATH STRATEGIES, LLC | Investment Advisor | $15,741 | — | $15,741 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | $6,516 | — | $6,516 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,953
- Estimated Expense Ratio: 0.145% 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 | $663,221 | $15,741 | $37,200 | — | — |
| 2024 | $40,796 | — | $29,299 | — | — |
| 2023 | $32,483 | — | $23,132 | — | — |
| 2022 | $36,747 | $8,939 | $27,808 | — | — |