Plan Snapshot
- Plan Sponsor: National Foundation For The Cdc, INC.
- Sponsor EIN: 582106707
- Sponsor Address: 600 PEACHTREE STREET NE, ATLANTA, GA, 30308
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,027
- Total Assets: $68.1M
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 | 1,027 | $68.1M | $5.8M | $3.9M |
| 2023 | 1,200 | $56.4M | $6.7M | $3.9M |
| 2022 | 1,493 | $43.2M | $9.7M | $5.4M |
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 | $105,400 | — | $105,400 |
| ONEDIGITAL INVESTMENT ADVISORS | Investment Advisor | $47,559 | — | $47,559 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,959
- Estimated Expense Ratio: 0.225% 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 | $163,065 | — | $139,601 | $158 | — |
| 2023 | $118,621 | — | $118,621 | — | — |
| 2022 | $197,488 | — | $197,488 | — | — |