Plan Snapshot
- Plan Sponsor: Global Poverty Project, INC.
- Sponsor EIN: 421772557
- Sponsor Address: 740 BROADWAY SUITE 400, NEW YORK, NY, 10003
- Plan Type: 403(b)
- Total Participants: 85
- Total Assets: $5.5M
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 | 85 | $5.5M | $296,023 | $593,449 |
| 2023 | 82 | $4.8M | $274,318 | $509,502 |
| 2022 | 88 | $3.7M | $273,467 | $518,222 |
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 |
|---|---|---|---|---|
| BDG-CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $36,923 | — | $36,923 | — | — |
| 2023 | $40,474 | — | $40,474 | — | — |
| 2022 | $34,918 | — | $34,918 | — | — |