Plan Snapshot
- Plan Sponsor: Institute For The Future
- Sponsor EIN: 952540449
- Sponsor Address: 290 S. CALIFORNIA AVENUE, PALO ALTO, CA, 94306
- Plan Type: 403(b)
- Total Participants: 35
- Total Assets: $27.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 35 | $27.8M | $283,729 | $395,036 |
| 2023 | 40 | $25.1M | $567,318 | $461,063 |
| 2022 | 51 | $22.2M | $577,732 | $499,351 |
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 |
|---|---|---|---|---|
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOOD & STRONG LLP — 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 | $141 | — | $141 | — | — |
| 2023 | $125 | — | — | — | — |
| 2022 | $25 | — | — | — | — |