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: 987
- Total Assets: $430.1M
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 | 987 | $430.1M | $29.6M | $0 |
| 2023 | 1,066 | $439.1M | $27.8M | $0 |
| 2022 | 1,166 | $411.8M | $25.7M | $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 | $448,894 | — | $448,894 |
| FIAM GROUP TRUST | Other Service Provider | $225,232 | — | $225,232 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $219,612 | — | $219,612 |
| PRUDENTIAL TRUST CO | Other Service Provider | $162,873 | — | $162,873 |
| NEPC, LLC | Recordkeeper | $158,381 | — | $158,381 |
| BPIF NON-TAXABLE LP | Other Service Provider | $109,952 | — | $109,952 |
| INCOME RESEARCH AND MANAGEMENT | Other Service Provider | $106,824 | — | $106,824 |
| BARROW HANLEY GLOBAL INVESTORS | Other Service Provider | $92,155 | — | $92,155 |
| WASATCH ADVISORS LP | Other Service Provider | $60,450 | — | $60,450 |
| T ROWE PRICE | Other Service Provider | $56,055 | — | $56,055 |
| VICTORY CAPITAL (GTC) | Other Service Provider | $54,429 | — | $54,429 |
| BAKER TILLY US,LLP | Other Service Provider | $41,475 | — | $41,475 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $26,225 | — | $26,225 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $8,356 | — | $8,356 |
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: $1,770,913
- Estimated Expense Ratio: 0.412% 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 | $1,971,503 | $1,058,341 | — | $41,475 | — |
| 2023 | $2,268,967 | $979,288 | $337,574 | $21,525 | — |
| 2022 | $1,921,047 | $1,330,267 | — | — | $447,190 |