Plan Snapshot
- Plan Sponsor: National Geographic Society
- Sponsor EIN: 530193519
- Sponsor Address: 1145 17TH STREET NW, WASHINGTON, DC, 200364688
- Plan Type: DB
- Total Participants: 56
- Total Assets: $195.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 56 | $195.2M | $0 | $0 |
| 2023 | 60 | $210.5M | $0 | $0 |
| 2022 | 66 | $224.0M | $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 |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE CO. | NONE | $504,463 | $4,641 | $509,104 |
| BLACKROCK | NONE | $376,931 | — | $376,931 |
| MILLIMAN, INC. | NONE | $284,210 | — | $284,210 |
| NORTHERN TRUST COMPANY | NONE | $31,300 | — | $31,300 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- 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: $1,201,545
- Estimated Expense Ratio: 0.616% 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 | $1,290,531 | $863,111 | $245,163 | — | — |
| 2023 | $2,230,601 | $1,199,485 | $282,106 | — | — |
| 2022 | $1,825,503 | $1,660,789 | — | — | $164,714 |