# National Trust For Historic Preservation In The United States 403(b) Plan
Source: https://planprovider.pro/companies/national-trust-for-historic-preservation-in-the-united-states-403b-plan

> National Trust For Historic Preservation In The United States's 403(b) plan: 368 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Trust For Historic Preservation In The United States

- **Sponsor EIN:** 530210807

- **Sponsor Address:** 600 14TH ST NW, WASHINGTON, DC, 20005

- **Plan Type:** 403(b)

- **Total Participants:** 368

- **Total Assets:** $25.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|368|$25.2M|$0|$2.0M|

| 2023|353|$22.7M|$0|$1.8M|

| 2022|312|$20.3M|$0|$1.6M|

## 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|$21,570|—|$21,570|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA , P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,570

- **Estimated Expense Ratio:** 0.086% 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|$95,838|$14,850|—|$21,570|—|

| 2023|$79,353|$38,275|—|$19,450|—|

| 2022|$110,453|$16,875|—|—|$48,750|

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