Plan Snapshot
- Plan Sponsor: Freedom House INC.
- Sponsor EIN: 131656647
- Sponsor Address: 1850 M STREET NW FLOOR 11, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 179
- Total Assets: $25.5M
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 | 179 | $25.5M | $1.5M | $1.8M |
| 2023 | 183 | $20.4M | $1.3M | $1.5M |
| 2022 | 158 | $15.4M | $1.1M | $1.2M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $2,283 | $66,762 | $69,045 |
| TRIBRIDGE PTNRS FINANCIAL | NONE | — | $24,961 | $24,961 |
| MML INVESTORS SERVICES LLC | NONE | — | $21,900 | $21,900 |
| RUBINO & COMPANY CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORS SERVICES LLC — NONE
- RUBINO & COMPANY CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,906
- Estimated Expense Ratio: 0.454% 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 | $1,458 | — | $1,458 | — | — |
| 2023 | $1,421 | — | $1,421 | — | — |
| 2022 | $1,657 | — | $1,657 | — | — |