# Institute For The Future 403(b) Plan
Source: https://planprovider.pro/companies/institute-for-the-future-403b-plan

> Institute For The Future's 403(b) plan: 35 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/hood-and-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|—|—|—|—|

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