Plan Snapshot
- Plan Sponsor: Jdrf International
- Sponsor EIN: 231907729
- Sponsor Address: 200 VESEY ST., 28TH FLOOR, NEW YORK, NY, 10281
- Plan Type: 403(b)
- Total Participants: 562
- Total Assets: $61.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 562 | $61.0M | $0 | $0 |
| 2023 | 512 | $50.5M | $0 | $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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $30,200 | — | $30,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,200
- Estimated Expense Ratio: 0.049% 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 | $184,602 | $51,209 | — | $30,200 | — |
| 2023 | $164,528 | $51,000 | — | — | $29,500 |