Plan Snapshot
- Plan Sponsor: Girl Scouts Of The Usa
- Sponsor EIN: 131624016
- Sponsor Address: 420 FIFTH AVENUE, NEW YORK, NY, 10018
- Plan Type: DB
- Total Participants: 30
- Total Assets: $80.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 30 | $80.0M | $1.4M | $0 |
| 2023 | 35 | $86.0M | $1.3M | $0 |
| 2022 | 39 | $84.9M | $3.9M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $115,835 | — | $115,835 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $91,272 | — | $91,272 |
| NEPC, LLC | Recordkeeper | $73,534 | — | $73,534 |
| PRUDENTIAL TRUST COMPANY | Other Service Provider | $39,835 | — | $39,835 |
| FIAM GROUP TRUST FOR EMPLOYEE BENES | Other Service Provider | $39,030 | — | $39,030 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $22,677 | — | $22,677 |
| BAKER TILLY US, LLP | Other Service Provider | $22,050 | — | $22,050 |
| BARROW HANLEY | Other Service Provider | $13,382 | — | $13,382 |
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $11,819 | — | $11,819 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- NEPC, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $429,434
- Estimated Expense Ratio: 0.537% 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 | $526,114 | $211,415 | — | $22,050 | — |
| 2023 | $692,678 | $249,765 | — | $19,425 | — |
| 2022 | $589,527 | $383,567 | $7,552 | — | $125,097 |