# Freedom House INC. 403(b) Plan
Source: https://planprovider.pro/companies/freedom-house-inc-403b-plan

> Freedom House INC.'s 403(b) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mml-investors-services-llc) — NONE

- [RUBINO & COMPANY CHARTERED](https://planprovider.pro/provider/rubino-and-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|—|—|

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