Plan Snapshot
- Plan Sponsor: Helen Keller International, INC.
- Sponsor EIN: 135562162
- Sponsor Address: ONE DAG HAMMARSKJOLD PLAZA, NEW YORK, NY, 10017
- Plan Type: 403(b)
- Total Participants: 117
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $34.5M | $605,273 | $1.1M |
| 2023 | 113 | $30.1M | $566,155 | $1.2M |
| 2022 | 101 | $25.4M | $544,919 | $1.1M |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $31,094 | — | $31,094 |
| TAIT, WELLER & BAKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- TAIT, WELLER & BAKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,094
- Estimated Expense Ratio: 0.090% 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 | $30,944 | — | $30,944 | — | — |
| 2023 | $24,302 | — | $24,302 | — | — |
| 2022 | $17,065 | — | $17,065 | — | — |