# National Foundation For The Cdc, INC. 403(b) Plan
Source: https://planprovider.pro/companies/national-foundation-for-the-cdc-inc-582106707-001

> National Foundation For The Cdc, INC.'s 403(b) plan: 1,027 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/national-foundation-for-the-cdc-inc-582106707-001)

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