Plan Snapshot
- Plan Sponsor: Pathfinder International
- Sponsor EIN: 530235320
- Sponsor Address: 1015 15TH STREET NW, WASHINGTON, DC, 20005
- Plan Type: 403(b)
- Total Participants: 67
- Total Assets: $31.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 67 | $31.9M | $1.0M | $1.1M |
| 2023 | 84 | $32.4M | $1.2M | $1.3M |
| 2022 | 111 | $28.6M | $1.6M | $1.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $43,638 | — | — | — | — |
| 2023 | $35,990 | — | — | — | — |
| 2022 | $43,415 | $500 | — | — | — |